Stephen Beach and Faustin Weber discuss how we structure our agency team and what that will look like for you as a client. 

We break down: 

• How our team's structure ensures personalized and effective service
• How project managers play a crucial role in keeping balls in the air
• The importance of maintaining open communication and ensuring that clients never have to repeat themselves
• The implementation of AI tools and internal knowledge sharing to improve client experience

⏱️ Timestamps: 

• (00:00) Welcome & Intro
• (00:07) Starting with New Clients
• (01:35) Ensuring Knowledge Transfer
• (01:59) The Role of AI and Transcripts
• (02:54) Client Onboarding Process
• (05:20) AI Tools for Efficiency
• (07:13) Benefits of Working with an Agency
• (10:06) Team Structure and Roles
• (18:33) Internal Development and Knowledge Sharing
• (25:57) Maximizing ROI on Industry Award Investments
• (28:17) Conclusion

Whether you're evaluating a new marketing partner or measuring your current efforts, this episode gives you practical insight into what you should prioritize when working with a marketing partner.

#FinancialAdvisors #RIAMarketing #MarketingROI #CraftImpact

"How much of my time will this take?" - the crucial question every advisor needs to ask before hiring a marketing partner.

Stephen Beach and Faustin Weber tackle head-on what financial advisors really want to know about working with marketing agencies like Craft Impact.

We cover:

• What's really required of you in the first 90 days of a partnership
• How we structure meetings to maximize efficiency and minimize your time commitment
• The communication cadence that works best for busy advisory firms
• Real examples of how we've streamlined our process to take work off your plate

⏱️ Timestamps: 

• (0:00) Welcome & the time management concern 
• (1:22) From overwhelmed to efficient: our approach to advisor time 
• (3:11) Setting the right expectations for initial workshops and meetings 
• (4:38) Carrying advisors' mental load on marketing tasks
• (9:38) Establishing trust and communication with partners to save time
• (11:45) Using Slack/Teams for quick updates between meetings 
• (14:49) The meeting agenda approach that respects your schedule 
• (15:41) How we help you delegate marketing tasks within your team 

Before hiring any marketing partner, understand exactly what time commitment will be expected from you and your team. This episode gives you the straight talk on working with Craft Impact.

#FinancialAdvisors #RIAMarketing #MarketingPartnership #OutsourcedMarketing

Is your firm's messaging helping you stand out or just blending in with every other advisor?

Stephen Beach and Faustin Weber break down why messaging is the foundation of effective marketing for financial advisory firms and how to get it right.

We cover:

• Why most RIAs sound exactly the same (and how to differentiate yourself)
• The critical process of interviewing your best clients to uncover what really resonates
• How to develop messaging that speaks to your ideal client's actual challenges
• Real examples of how better messaging transforms marketing results

⏱️ Timestamps: 

• (0:00) Welcome & messaging fundamentals 
• (1:00) The evolution of financial advisor messaging 
• (2:37) Why client interviews are the secret weapon 
• (9:03) Building a messaging framework that works 
• (13:46) How to test and implement your new messaging  
• (20:32) Final thoughts on messaging strategy

Whether you're establishing a new RIA or refreshing your existing brand, this episode provides actionable advice for creating messaging that truly connects with your ideal clients and helps fuel your firm's growth.

#FinancialAdvisors #Messaging #BrandStrategy #RIAMarketing

How do you know if your marketing is actually working?

Stephen Beach and Faustin Weber dive into the often-confusing world of marketing KPIs for financial advisory firms, breaking down how to measure what actually matters.

We unpack:

• Why random marketing metrics without business context are meaningless 
• How to align your KPIs with your firm's overall growth goals 
• The difference between vanity metrics and meaningful measurements 
• Real examples of KPIs our most successful clients track

⏱️ Timestamps: 

• (0:00) Welcome & the KPI challenge 
• (2:42) Starting with your firm's overall goals 
• (3:30) Conducting a channel audit before setting metrics
• (5:15) Identifying quick-win opportunities 
• (8:20) Determining meaningful KPIs & measuring
• (10:05) Example of social media growth & other KPIs
• (11:53) Omni-channel approach 
• (13:16) Final thoughts on marketing measurement

Whether you're establishing metrics for the first time or refining your existing KPIs, this episode offers practical frameworks for measuring what matters in your financial advisory firm's marketing efforts.

#FinancialAdvisors #MarketingMetrics #KPIs #RIAMarketing

Is starting a podcast worth your time as a financial advisor?

Stephen Beach and Faustin Weber break down the surprising ROI of podcasting as a content creation system in this practical episode.

We cover:

• Why podcasting is about much more than just getting downloads
• How one recording session can fuel weeks of content across multiple channels
• The systematic approach that makes podcasting efficient for busy advisors
• Real examples of how our clients leverage podcast content for growth

⏱️ Timestamps:

• (00:00) Welcome & the real purpose of podcasting 
• (02:40) Podcasting as a systematic content creation engine 
• (05:10) Converting one podcast into multiple content pieces 
• (08:45) Setting up the right distribution channels 
• (12:50) How to define your podcast goals and measure success 
• (15:30) Final thoughts and tips 

Whether you're considering starting a podcast or looking for ways to get more mileage from your content, this episode offers practical advice on creating an efficient content system that works for financial advisory practices.

#FinancialAdvisors #ContentMarketing #PodcastStrategy #RIAMarketing

When should you expect results from your marketing investment? 

Stephen Beach and Faustin Weber tackle the #1 question they hear from financial advisors in this straight-talking episode.

We break down: 

• How to divide marketing into two buckets: operational vs. lead generation 
• Why most advisory firms struggle to measure ROI (and what to measure instead) 
• Realistic timelines for seeing results based on where your firm stands today 
• The importance of tying marketing to your overall AUM or revenue goals

⏱️ Timestamps: 

• (00:00) Welcome & intro 
• (01:15) The most common question from advisors about marketing 
• (03:00) Operational marketing vs. lead generation marketing 
• (07:00) Setting realistic expectations for ROI timelines 
• (11:30) Why measuring attribution is harder in 2025 
• (14:20) How to tie marketing to your firm's AUM goals 
• (18:45) Real examples: Quick win marketing tactics 
• (21:30) Marketing investment benchmarks for growing firms 
• (23:00) Final thoughts on ROI measurement

Whether you're evaluating a new marketing partner or measuring your current efforts, this episode gives you practical frameworks for thinking about marketing ROI in your financial advisory practice.

#FinancialAdvisors #RIAMarketing #MarketingROI #CraftImpact