RIA Marketing

Do You Have a Love Affair with Your Firm?

By | 2017-10-02T22:46:32-04:00 October 2nd, 2017|Marketing, RIA Marketing|

Great marketing is built upon an obsessive, perhaps irrational passion for the mission of the business or brand Last month, my family and I spent a week in the Thousand Islands in a house we rented on Round Island just down the Saint Lawrence River from Alexandria Bay. Across the shipping channel in Alexandria Bay

Is Your Focus on AUM Ruining Your Marketing?

By | 2017-09-11T11:07:28-04:00 September 9th, 2017|Marketing, RIA Marketing|

We get so focused on AUM that we become blind to what it takes to achieve our growth objectives The average firm saw 9.2% annual growth between 2011 and 2015, with 75% coming from client referrals [RIA Benchmark Report, Schwab (2016)]. Firm owners, founders, partners and managers face extreme pressure to continue year-over-year growth but

The Dangers of the First Click vs Last Click Attribution Mindset

By | 2017-07-18T19:08:27-04:00 June 16th, 2017|FinMar Today vlog, RIA Marketing|

This episode of FinMar Today addresses the topic of first click vs last click attribution to our marketing dollars.  In this episode, I talk about the danger of trying to attribute every individual marketing activity to associated new assets. This type of thinking causes us to have fragmented marketing campaigns with a lot of starts

Is Your Firm’s Marketing Doomed to Fail?

By | 2017-06-26T17:30:52-04:00 June 2nd, 2017|RIA Marketing|

Have you set realistic expectations for your firm’s marketing? If not you may be in trouble. All too often, RIA owners, founders, and managers have an unrealistic expectation of the role that marketing should play within their firm. The other day I was looking at strategies to expand my activities to save and invest for

Psychology and Its Influence On Your Firm’s Content Marketing

By | 2017-06-26T17:30:21-04:00 May 26th, 2017|RIA Marketing|

Content is the engine that drives your firm’s entire marketing efforts but yet RIA owners, founders and managers can’t seem to find the time to focus on it. Firms that grow and expand their marketing departments have cracked the content marketing code. Almost 20 years later, my grade in Psychology 101 is still a sore

How to Measure Your RIA’s Marketing Activity?

By | 2017-06-26T17:29:50-04:00 May 19th, 2017|RIA Marketing|

How should you measure your firm’s marketing activities? All too often we look at what other more established or bigger firms are doing and get frustrated when we compare our efforts to theirs. Recently my 8-year-old daughter began competitive swimming. It is a joy to watch her win a heat in the events she is