RIA Marketing:
Accelerate Growth


Why does your RIA brand matter?

The fastest growing firms — the top 20% of firms with $250 million or more in AUM based on five-year net organic CAGR — saw 2.2 times more growth than their peers, according to the 2018 RIA Benchmarking Study from Charles Schwab.

What did the top 20% have in common? A diverse set of marketing tactics.

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We designed this guide to help RIAs — both new firms and those who have been operating for years — understand what it takes to create and sustain a strong brand.

Inside, you’ll learn about essential marketing elements for RIAs, and what established brands can do to take their marketing to the next level, including:

  • How your brand impacts your bottom line.

  • The essential elements of RIA marketing.

  • Sales and marketing alignment.

  • Marketing tactics for growth.

  • How marketing supports recruiting.

  • How to take the next step to accelerate your growth.

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