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Summary: This episode of the RIA Edge podcast provides advisors with a view into the trends that are influencing and impacting growth across the RIA landscape.
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Summary: How Stand out As Buyer [VIDEO: 1 min 26 sec]
‘With 50 Buyers to every 1 seller, here are 3 ways you can stand out from the competition’
Mark Elzweig President, Mark Elzweig Company, LTD.
Mark has 30 plus years experience helping advisors at wirehouse, regional, independent and RIA firms to make strategic career decisions.
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Summary: When launching a new website, too often RIAs take a Field of Dreams’ ‘If you build it people will come’ approach, meaning just by building it, somehow people will magically find your website. For those not familiar with the movie, here’s the clip.
This is not a good strategy.In fact, directing quality visitors to a website takes planning, commitment and effort. Since the majority of your website content may not change that much once you launch it, what are you doing to bring people back? One of the best ways to ensure consistent and ongoing traffic is by creating and sharing relevant and authentic content.
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We are grateful to the RIA Community we have served over the past 12 years and look forward to the next 12.
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Summary: Surprises abound in this year’s RIA Leaders ranking. At the outset, we expected planners would tell stories about their struggles: coronavirus, shuttered offices, economic turmoil, jittery clients. But that’s not what they focused on.