The Marketing Podcast for Financial Advisors
The Emerging RIA Podcast – Marketing Strategy & Execution
For financial advisors seeking to grow their business, marketing is vital. But marketing isn’t as easy as the quick “hacks” would lead you to believe. We know there are many marketing podcasts specific to financial advisors. Let’s not forget about the countless blog posts and videos out there, too. It’s safe to say there’s an overload of information about marketing tactics financial advisors should use. But what about marketing strategy and the foundation upon which your marketing is built?
On the Emerging RIA Podcast – a marketing podcast built for financial advisors – we’re here to cut through that noise of advisor marketing by zooming out to the foundation of a successful marketing strategy. What does that strategy look like? Where should you focus your time if you’re an advisor in charge of marketing? And what pieces of the puzzle are missing for your firm, keeping your RIA from growing?
Podcast Host: Dan Corcoran
Podcast Host: Dan Corcoran
Dan Corcoran lives independent RIA marketing daily. After spending time inside a firm as an internal marketing employee, he’s expanded that marketing reach with his marketing firm for financial advisors, Emerging RIA Consulting. Through his firm, Dan serves a variety of clients: from large breakaway RIAs to solo RIAs. The common thread between those he serves regardless of size? They look to Dan for help delivering measurable results by bridging the gap between marketing tactics and strategy. On The Emerging RIA Podcast, he leverages that knowledge and experience to help financial advisors trying to understand the bigger picture with marketing.
Before starting Emerging RIA Consulting, Dan was the first-ever full-time marketing employee of an independent RIA in Wisconsin. In addition to executing marketing tasks—shooting and editing video content, developing the firm’s newsletter, and managing Facebook Ads, among other tasks—Dan built out the strategic components of marketing, including the infrastructure to track all prospective clients, a comprehensive marketing budget, and, most importantly, digital strategy.
POPULAR EPISODES
Local SEO for Financial Advisors: Understanding the Basics of Ranking Highly in Your Geographic Area
The goal of the podcast is to shine a light on marketing strategy for RIA firms, helping advisors focus on the bigger picture of what marketing can help them accomplish. So while we don’t want to get too entrenched in discussing only marketing tactics, we’d be remiss not to do an episode on local SEO.
Why is that? Because there are people in your area searching for advisors. If you haven’t optimized your website for local searches, you’re missing out on being part of the search results page viewed by potential paying customers.
Building the Foundation: The Need For Marketing Strategy for Financial Advisors
In the opening episode of the podcast, Dan delves into why financial advisors need a marketing strategy, framing it from the perspective of building a financial plan for a client. It’s hard to execute for a client without a financial plan in place, and it’s also challenging to approach marketing with a comprehensive strategy.
Should Financial Advisors Hire an Internal Marketing Employee or Outsource marketing?
This is a question pondered by many — if not all — financial advisors, and it’s often answered by marketing professionals in the industry as one vs. the other. But in this episode, we examine how advisors execute their marketing in terms of a continuum. They may be at either end of the continuum, or they may find their execution is a blend of both ends. The main takeaway from this episode? It’s not to adopt a certain approach. It’s simply to better understand how your firm executes marketing, in terms of employees.
Riches in the Niches: Making the Case for Serving a Niche as a Financial Advisor
This episode is the primer on financial advisor niches. Yes, we know many others in the industry have talked ad nauseam about niches, but it’s a point that’s worth belaboring because of its vital importance. We cover what a niche is, some examples of possible niches for financial advisors, when to consider adopting a niche, and what to keep in mind throughout the process.
QUESTIONS FOR THE PODCAST ABOUT ADVISOR MARKETING?
Our team creates content, including this financial advisor marketing podcast, specifically for advisors in charge of marketing for their firm. Ultimately, our goal is to develop resources that are most helpful to you. Take a moment to complete the poll below so we can best serve you on your marketing journey. Or shoot an email with show ideas to [email protected].