Something significant changed for financial advisors and RIAs in November 2022, and it had nothing to do with the markets.
The financial advisor job description from 10 years ago is basically out the window.
Most advisors just haven’t updated the story they’re telling about themselves.
Most financial services firms do not have a marketing problem. They have a system problem that can be solved with the right processes.
For years, “we’re a fiduciary” was the financial advisory industry’s version of a superpower. Those days are over.
For RIAs, high-quality lead generation requires something more nuanced than a Google ad campaign or a cold-call list.
Most marketing is about preference. Financial marketing is about consequence. And that distinction changes everything.
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