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.
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.