Are you a financial advisor tasked with your RIA firm’s marketing? Or maybe you’re a support staff member with marketing duties? Marketing may not be your passion, but someone has to do it. And for smaller RIAs, there often isn’t a staff member dedicated to marketing, so it falls to you, the advisor or support staff member, to fit it into your already busy job. 

So, that’s what this podcast is here for. We’re here to help you make more sense of marketing as a financial advisor, dispel some of the misconceptions in the industry, provide marketing resources, and ultimately, save you time and wasted energy spinning your wheels on marketing your firm. Yes, there will be quick fixes along the way, but we’re here to tell you upfront that marketing is a long-term commitment. So put on your marketing cap, come prepared to learn and ask questions, and let’s get you on the road to becoming an emerging RIA.