Led Advisor Success team at XY Planning Network while we helped over 200 financial planners launch their RIAs.
I've helped design multiple programs to help financial planners launch their RIA. In these conversations, I'll give you targeted advice on how to level up your firm and get started on the right foot.
In my work with RIAs, many don't have the time to keep up with new strategies that yield the most ROI. This ends up with them fighting for clients using oversaturated practices. I help firms stay ahead of the curve and reap the rewards of being early adopters.
9/10 times when you see an RIA, their brands are completely out of whack. I help make sure that they are positioning their firm effectively for prospects to engage. I also work with firms to simplify their content so that they stand out, but don't scare prospects away.
The majority of firms believe that they cannot utilize social media to get clients, they are dead wrong. They are simply using it ineffectively or refuse to put in the work to get significant ROI for their efforts.