Unleash Your Marketing as an RIA

Unleash Your Marketing as an RIA

In today’s episode of the AccelRIA Podcast, Freeman Linde outlines how to “Unleash Your Marketing as an RIA.” Freeman is a Certified Financial Planner, Enrolled Agent, author, and the co-founder of La Crosse Financial Planning. An RIA in La Crosse, WI. Today’s topics include:

Is Your Broker Dealer Marketing For You?

• Do you get clients from your Broker Dealer?
  • How many?
  • Orphans
• Are they creating organic content for you?
• Is your website driving prospects?
• Broker Dealers do NOTHING for marketing except hold you back

Website

• Broker Dealer Websites
  • Canned Website, One approved vendor
  • Individual page on national firm site
• How many prospects?
• Four years: ZERO prospects
• RIA: 1-4/month
• SEO Hates Duplicate Sites
• Unique site + Google Business Profile
• Will Broker Dealer Allow This? No!
• Will an RIA? Yes!
• Passive Marketing

Content Marketing

• Will Broker Dealer let you create content?
• Make content with approval
• RIA: Create what you want
• Compliance: Episode 8

Prospecting & Raving Clients

• Blogs
• Videos
• Podcasts
• Books
• Who Not How: Hire it out with your doubled profits

What’s Next?

• Drawbacks of Starting an RIA
• How Does Compliance Work as an RIA?
• Who Not How: Launching Your RIA
• How to Start an RIA in # Steps
• The RIA Transition Timeline

Seminars

• Broker Dealer: Canned (terrible) seminars
• RIA: Build or Buy

Social Media

• Broker Dealer
  • No liking posts. Canned content
  • Insurance posts
  • Pre-approval on posts
• RIA
  • Post what you want, when you want, compliantly

Other

• Have other ideas?
• Law is the limit
• 100% profit margins

Action Items

• Subscribe
• 5-Star Rating & Thumbs Up
• Choose One Marketing Channel to Implement as an RIA
• Complete your AccelRIA Calculator
• Click “I’m Inspired” on AccelRIA.com