Mastering Your Marketing Investment: An RIA’s Guide

As a business owner and business coach, I’ve discovered a common theme among entrepreneurs. If there’s one area of our businesses that seems to frustrate us all, it’s marketing. You see, we know our product, our service, and our customers; that’s easy for us. But we don’t always know how to communicate the value of our product or service to our ideal customers. While this is true across all industries, it’s especially true of financial advisors. In this entry, I’m going to look at how Registered Investment Adviser (RIA) firm owners can master their marketing investment to improve satisfaction. Follow Along With The Financially Simple Podcast!  This week on The Financially Simple Podcast: (01:25) Declining satisfaction (03:19) Some questions to think through (05:24) The Power of a defined marketing strategy (09:27) Beware of the “all or nothing” mindset (11:50) The value of content marketing (14:10) Protect your reputation (16:05) […]

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