Episode #37:  One of the most exciting aspects about transitioning to the RIA model is creating your marketing plan for your new firm.  This is where you get to bring to life the vision you’ve always had of exactly how you want to position your firm in the marketplace.  What name you want to call your firm. The logo you want to use. How your website will appear.  The look, feel and message of your brand.

In this episode I am joined by Claire Akin of Indigo Marketing Agency, a specialty marketing firm focused exclusively on independent advisors. Together we discuss everything you need to know about the steps involved with launching a marketing plan for your new advisory firm.

About Host: Brad Wales is the founder of Transition To RIA, where he helps financial advisors to learn and understand everything there is to know about WHY and HOW to transition their practice to the Registered Investment Advisor (RIA) model. Brad has nearly 20 years of industry experience, including direct RIA related roles in Compliance, Finance and Business Development. He has an MBA and has held the 4, 7, 24, 63 & 65 licenses. On his website he has a large catalog of free videos, whitepapers, as well as other resources to help advisors fully understand the RIA model and how it would apply to their unique circumstances.

Website:  TransitionToRIA.com