Most RIAs understand the importance of marketing. What a lot of firms miss, however, is the importance of evolving their marketing strategies to keep pace with changing consumer needs and attitudes. As a result, most of their marketing campaigns fail to move the needle—which is a big reason the organic growth rate for independent advisory firms is hovering around zero. This article from FA Magazine explains why RIAs should be revamping their marketing strategies for 2023 and beyond.
Logan Burgess is the lead financial copywriter at Marketing Wiz. In this role, he provides independent financial brands with conversational, educational, and actionable written content to engage advisors, clients, and prospects.