We’re starting the year off with a ton of resources to fuel your growth through 2025, including a disruptive growth framework, a brand new podcast (with a twist we think you’ll love 😉), social media tips you can implement right away, and more. Ready to get started?
Deliver Advice: The Growth-Driven Operational Framework for RIAs
Under the leadership of Randy Lambert, Head of RIA Solutions, and industry veteran Jason Mirabella, we've launched Deliver Advice, a comprehensive operating framework designed specifically for RIAs. The system helps align leadership teams and create sustainable growth through five key modules, from strategic alignment to leadership development. Click here to read the full story and don’t miss our webinar coming up on Thursday, 2/20 to hear more directly from Randy and Jason.
Sick of podcasts telling you what to do? Us, too. In this highly anticipated new series, Kelly Waltrich flips the traditional advice framework on its head to highlight the key mistakes some of our industry’s most respected leaders and visionaries have made on their way to the top – so you can avoid making them yourself. Guests include H. Adam Holt, Eric Clarke, Brian Portnoy and more; click below to listen in and subscribe!
What does an acoustic guitar have to do with your messaging and communications strategy? A lot, it turns out. “Tune” into this episode of Message Matters with our Chief of Communications, Joe Steuter, for a quick lesson focused on better understanding the role you play in making sure your clients are always the hero in your story.
From her vantage point overseeing social media for over 40 fintech and finserv firms, our Director of Social Media, Jamie Recio, has a unique view into what’s working, what isn’t, and what’s coming next for key engagement platforms. Download her top trends to watch in 2025 (and let us know if you need help leveling up your social presence!)
Paid advertising is not an instant gratification strategy. If you’re running ads hoping to see your leads convert immediately, you’re going to get frustrated fast. But if you can step back and look at the bigger picture, you’ll likely find your ads are working. They’re fueling awareness, engagement, and sustainable growth across multiple touchpoints. In this article, Kelly breaks down exactly what those touchpoints are to give you a more effective measuring stick for gauging paid advertising success.
If you missed our recent webinar featuring Head of Sales Consulting Kyle Hiatt and Head of Digital Marketing Dan Natale, we’ve got you covered! Check out the on-demand replay for a closer look at how your firm can take advantage of the shift from traditional methods of client acquisition to a more digitally focused approach.
Don’t miss your chance to showcase your services and solutions to an industry-wide audience. We’ve compiled a comprehensive list of upcoming award submission deadlines; check it out at the link below!
