Thinking about launching your own RIA, joining a new firm, or recruiting transitioning advisors?
Stephen Beach and Faustin Weber share the behind-the-scenes story of how Craft Impact got into the RIA space and why marketing communications are critical during advisor transitions.
We cover:
How Craft Impact discovered the advisor transition opportunity through Stephen's brother-in-law Boston Cardinal
The marketing and communications challenges advisors face during business moves
Why firms with strong marketing presence have a competitive advantage in talent acquisition
The launch kit framework that takes marketing off advisors' plates during transitions
Best practices for transition communications that maximize asset retention
⏱️ Timestamps:
(0:00) Welcome & introduction to advisor launch kits
(2:25) The Craft Impact origin story - from nomadic freelancers to RIA specialists
(4:45) How Boston Cardinal brought us into the advisor transition space
(8:30) Why marketing communications matter during advisor moves
(12:15) The talent acquisition advantage of strong marketing presence
(15:45) Components of an effective advisor launch kit
(21:30) Transition communication strategies that work
(25:10) How marketing influences asset retention during moves
(28:40) Framework for supporting advisor transitions
Whether you're an advisor considering a move or a firm looking to attract transitioning talent, this episode reveals how strategic marketing communications can be the difference between a smooth transition and a bumpy one.
We help financial advisors reach their AUM goals through strategic marketing. Subscribe to Craft on Tap on YouTube and learn more about our services at craftimpact.com
As mentioned in the podcast, check out the Vantage Impact Checklists.