10 Steps to Market Your
New Financial Advisory Firm or RIA

Going fully independent with an RIA model is a huge step for financial advisors. One of the biggest tasks is branding, launching, and marketing the new firm. Please join me and expert guest, Brad Wales of Transition To RIA, to cover everything you need to know to market your new firm.

In this exclusive webinar, we’ll give you a 10 step framework to brand and launch your new firm including:

  • •Choosing your firm name
  • •Creating your logo
  • •Building your website
  • •Doing search engine optimization (SEO)
  • •Optimizing your social media profiles
  • •Creating winning content
  • •Email marketing
  • •Tracking your metrics
  • •And more!

Brad will explain the key issues that advisors should consider and steps to be more successful. Sign up today to learn how to market your new firm!

Meet Your Webinar Host


About Brad Wales

Brad Wales started Transition To RIA to fill a void in the marketplace, he seeks to provide a consultative approach, focused solely on the RIA model, and which is completely independent of any one solution. His 20 years in the financial services industry help him guide advisors towards the best solution for their business and personality. Schedule a free discovery call to learn more.

Claire Akin

Claire Akin, MBA

Claire Akin runs Indigo Marketing Agency a full-service marketing firm serving top independent financial advisors.

She works closely with several of Barron’s Top 100 Financial Advisors to grow their AUM using digital marketing.

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