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Between Now and Success

We interview top financial advisors and visionary voices to bring you the strategies, tips, and tools you need to make a difference in people's lives. So rope up and get "On Belay" as we climb the summit to success with your host and Chief Belayer, Steve Sanduski.
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Now displaying: May, 2015
May 26, 2015

If you want to accelerate your growth rate and create a consistent stream of new clients, you have to move beyond referral marketing and become a marketing machine. David Canter, EVP, Practice Management and Consulting at Fidelity leads an ace team that has been consulting with RIAs and researching how they can elevate their performance for years. 

In today's podcast, David and I discuss what the RIA Marketing Leaders are doing to grow their business 40% faster than non-marketing leaders. You'll learn...

  • The percentage of revenue the Marketing Leaders invest in marketing and business development.
  • The 6 key disciplines Marketing Leaders devote the most resources to.
  • How to leverage the "Rule of 15" to double your business.
  • Why your "About Us" page should be more like an "About You" page.
  • How to generate more referrals by being a "giver," not just a "taker."
  • The importance of using events to get your message out.
May 11, 2015

Elliot Weissbluth started $30 Billion RIA firm HighTower by asking, "If we had a blank piece of paper and a blank slate and I started with my mom as the client, what would she expect from a thoughtful financial advisor?" Working backward from that premise, he built the firm into a powerhouse. In this episode, we discuss: How he raised $65 million in institutional money before even having his first client. Why he fires himself each year. The one metric all RIAs should track. The two things their advisor do (and don't do) to grow organically at double the industry rate. The three keys to building a thriving RIA in the years ahead. Who will be disrupted by robo technology. As a founder and excellent business leader, Elliot is well worth listening to. 

 

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