The Perfect RIA

Maximizing Marketing Efficiency With Ryan Fitzgerald [Episode 344]


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In this episode, Ryan Fitzgerald, Chief Marketing Officer at Belay, discusses the challenges advisors face in acquiring clients and the importance of effective marketing strategies. He emphasizes the need for small business owners to focus on their ideal customers, delegate tasks, and leverage virtual assistants to enhance their marketing efforts. The conversation also highlights the significance of thought leadership, creating moments of surprise for clients, and building effective marketing funnels to engage prospects. Ryan shares practical advice for advisors to differentiate themselves in a competitive market and maximize their time spent on high-value activities.

Maximizing Marketing Efficiency With Ryan Fitzgerald [Episode 344]

Resources in today's episode:

- Matt Jarvis: Website | LinkedIn- Ryan Fitzgerald: Website | LinkedIn

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The Perfect RIABy Matthew Jarvis, CFP® & Micah Shilanski, CFP®

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