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...
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.