While markets may be in bear territory, it’s a bull market for financial advice – as more individuals need access to professional advice than ever before. 

How can RIAs effectively take advantage of this once-in-a-lifetime growth opportunity to acquire new clients and deepen relationships with existing clients? Megan Carpenter, the CEO and Founder of FiComm – and one of the top marketing minds in the wealth management industry — dropped by the RIA Edge podcast to share stats, best practices and an RIA playbook for putting a strategic marketing plan in place. 

In the episode of RIA Edge, Megan and host Mark Bruno discuss:

• The mindset of RIAs that are having the most success creating meaningful organic growth — and how leaders of these firms make sure this trickles down to all of their employees
• There have been a number of firms that have experimented with digital marketing over the last several years. The firms that have seen the most growth, what are they doing correctly? More specifically, among the firms that are experimenting and having success, what are they doing differently?
• Benchmarks for healthy organic growth rates, as well as how much should RIAs be investing in marketing
• Marketing is still a new frontier for many leaders of wealth management firms. What are some good resources for advisors who want to become more educated about all of the options and innovations available to accelerate their marketing?

Resources:

 RIA Edge Podcast

Connect With Mark Bruno:

• WealthManagement.com
• LinkedIn: WealthManagment.com
• LinkedIn: Mark Bruno
• Twitter: Mark Bruno
• LinkedIn: Informa

Connect With Megan Carpenter:

• Connect with Megan on LinkedIn
• Meet Megan: FiComm website
• Read Megan’s Blog
• Book time to talk with Megan

 

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While scores of RIAs continue to experience growth, despite headwinds in the markets and economy, some firms are growing more strategically than others – and this strategic growth is exponentially more valuable according to Jeff Vivacqua, President of Growth & Development at Cambridge Investment Research.

In this episode of the RIA Edge podcast, Mark Bruno, Managing Director at Informa Wealth Management, speaks with Jeff about the drivers of high-quality growth and how RIA firm leaders can create processes and guidelines that will generate repeatable growth through M&A and organic strategies. Specifically, Mark and Jeff explore:

• Areas of opportunity for advisors to accelerate the growth of their businesses organically 
• How will the future drivers of growth differ from the previous, more traditional drivers of growth?
• The firms that are growing the fastest – and the most consistently – what are they typically doing right? How are they thinking about, and investing in marketing, strategically?
• What role will M&A play in Cambridge’s future growth and development?

Resources:

 RIA Edge Podcast

 Connect With Mark Bruno:

• WealthManagement.com
• LinkedIn: WealthManagment.com
• LinkedIn: Mark Bruno
• Twitter: Mark Bruno
• LinkedIn: Informa

Connect With Jeff Vivacqua and Cambridge:

• LinkedIn
• Cambridge website

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