RIA Edge West Day 2 - PT (Pacific Time, GMT-08:00)
*By Invitation Only
Billion dollar+ advisory firms have become wildly competitive and the demands placed on their marketing leaders are increasing accordingly. Traditional marketing tactics are no longer enough to achieve sustainable growth. Forward-thinking firms need a strategic growth framework that includes organic and inorganic strategies and provides predicable, repeatable results.
Join Intention.ly's CEO Kelly Waltrich and Head of Strategy Melissa Thomas for a thought-provoking discussion around the modern RIA marketing playbook, focusing specifically on the critical topics of demand generation and recruitment marketing.
The goal of this think tank is to build your network of CMOs, exchange ideas, debate pain points, and uncover best practices and success stories to give you the tools to increase the value of marketing within your organization and ultimately drive towards your firm's growth goals more confidently.
Key Discussion Topics:
- RIA marketing team structures & budgets
- What and when to outsource vs. hire and own internally
- Marketing technology you can’t win without
- The demand strategies that are working best — and not
- What is a reasonable client acquisition cost
- How can marketing teams drive recruitment
- How to show marketing's impact on the firm
We want to turn the attendees of this Think Tank into a close-knit community of marketing leaders that define the future of marketing within large RIAs.
- Kelly Waltrich - CEO, Intention.ly