Marketing Secrets of Billion-Dollar RIAs

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Learn Marketing Secrets from industry leaders of Billion Dollar RIAs

Time Stamps for Navigation:

[1:36] Opportunities these marketing leaders have uncovered during the recent crisis
[7:21] Ratios for evergreen vs. contemporary content
[15:59] Major marketing priorities right now
[24:52] Webinar + video tools (other than Zoom)
[27:04] Ideas for virtual events
[30:11] The #1 marketing initiative to utilize right now
[35:02] Center of influence opportunities
[45:07] Parting advice and conclusion

For more marketing strategy, resources, and tips for financial advisers, visit ►►

Guest List:

Abby Salameh, CMO at Hightower Advisors
Christa Spencer, SVP Marketing & Communications at Mariner Wealth Advisors
Gordon Abel, CMO at Dynasty Financial Partners
Angel Gonzalez, CMO at Snappy Kraken
Jud Mackrill, CMO at Carson Group

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