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Tobias Salinger, Chief Correspondent at Financial Planning, and Ian Wenik, Editor of Citywire RIA, turn the tables on Marketing Matchup in a conversation about how advisor growth stories land with independent observers. From client acquisition costs to ongoing scrutiny of organic growth, Tobias and Ian explain what signals make a firm’s marketing credible and what raises red flags.
By Gregory FCATobias Salinger, Chief Correspondent at Financial Planning, and Ian Wenik, Editor of Citywire RIA, turn the tables on Marketing Matchup in a conversation about how advisor growth stories land with independent observers. From client acquisition costs to ongoing scrutiny of organic growth, Tobias and Ian explain what signals make a firm’s marketing credible and what raises red flags.