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Building the Foundation: The Need for Marketing Plans for Advisors

by | Feb 21, 2023 | Podcast

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 [email protected]. You can also visit our podcast hub here.

About the Author: Dan Corcoran

The founder of Emerging RIA Consulting, Dan is a specialist in marketing for independent RIAs and financial advisors. Prior to starting Emerging RIA, he was the marketing and social media specialist for an independent RIA in Madison, WI. He was originally a sports broadcaster before making the leap to the financial services industry.