Advisors are reluctant to lean into marketing, even though they’re often natural storytellers. At SYNERGY24, a panel discussed how RIAs can improve their marketing plans in their effort to build sustainable organic growth.
Advisors know that their clients’ success includes a purposeful plan and intentional actions. Ironically, it can be a challenge to take those same lessons and apply them within an advisor’s own practice — especially when it comes to marketing.
Marketing isn’t always easy for the wealth management industry. Just one in five advisors has a marketing strategy, according to a recent survey, even though getting a plan in place helps advisors feel more confident about meeting their practice goals and boosting their business.1
To help advisors boost their RIA marketing plans, TradePMR convened a panel of marketing experts at the SYNERGY24 conference to share tips for improving advisors’ tactics and building stronger businesses.
Led by TradePMR Marketing Director Jessica Shores, the cohort included Susan Quinn, CEO of circle S studio; Ryan Frankel, Founder and President at Frankel; Anthony Stich, Executive Managing Director at MarketCounsel Consulting; and John Mackowiak, Chief Revenue Officer at Advyzon.* They talked about what success looks like, how to build a winning strategy, and why technology is often the secret behind powerful marketing strategies.
