How marketing is executed, and who it's executed by, is often a key debate for many financial advisors. Should you hire someone internally – either part-time or full-time? Should you look to an external agency? Should you take it on yourself in addition to your role as a financial advisor?

While this conversation is often presented as a one-or-the-other situation, we're here to dispel the thought that it has to be a choice between the two options. In this episode of the Emerging RIA Podcast, Dan dives into the dichotomy between internal vs. external marketing solutions for financial advisors. In reality, the actual implementation of marketing within most financial advisory firms is more of a continuum that melds components of both internal vs. external.

Questions about internal vs. external marketing execution for your firm? Other topics you'd like us to cover in future episodes? Send an email to [email protected]. 

LINKS