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Building the Foundation: The Need for a Marketing Plan as a Financial Advisor

Building the Foundation: The Need for a Marketing Plan as a Financial Advisor

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In our first episode of the Emerging RIA Podcast, host Dan Corcoran sits down and covers what we hope to accomplish with this podcast, geared toward financial advisors and marketing professionals at RIA firms. Dan dives into his background in financial advisor marketing, including several years of experience working as the go-to (and only) marketing employee for an independent RIA in Madison, WI.

As the leadoff episode in the podcast, we also begin to explore the huge need for educational content, discussion, and resources specifically around marketing strategy in the financial advisory space, and where we hope to go in future episodes of the show.

Questions about the podcast or marketing topics for financial advisors you'd like us to cover in future episodes? Send us an email at podcast@emergingria.com or check out the link section below.

LINKS
Watch on YouTube - https://youtu.be/om7N8mD7akw
YouTube Channel - Marketing Strategy for Financial Advisors: https://youtube.com/@emergingria
Facebook Group - Advisor Marketing Forum: http://bit.ly/3XwHL7q
What's Your Financial Advisor Marketing Grade? https://bit.ly/3YF63MD
Contact Us: http://bit.ly/3GJ5M5h

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