Are financial advisor awards worth it?

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Craft on Tap, Growth Marketing for RIAs

Craft Impact

21 episodes

3 days ago

Welcome to Craft on Tap: Growth Marketing for RIAs by Craft Impact. We're the dedicated marketing partner serving as an outsourced CMO + digital marketing team for RIAs. This pod combines industry expertise with a refreshing approach (and the occasional dad joke). Our goal is to help you avoid random "acts of marketing." Expect real advice delivered with personality. Subscribe for untapped potential! #RIAMarketing #CraftImpact

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Are financial advisor awards worth it? | Ep 9

Craft on Tap, Growth Marketing for RIAs

19 minutes 41 seconds

4 months ago

Are financial advisor awards worth it? | Ep 9

What to do when you see another "congratulations, you’ve made the list!" email.

Stephen Beach and Faustin Weber tackle one of the most common questions they get from financial advisors: are these industry awards actually worth paying for?

We break down:

• How to evaluate which awards are worth the investment vs. money grabs

• Key questions to ask before paying any licensing fees

• Smart strategies for maximizing awards once you've invested

Timestamps:

(1:31) Why the award business model threw us off at first

(3:04) The key question: will your target audience recognize this brand?

(5:18) Interviewing clients as a way to verify an award’s value

(7:09) Am I actually proud to share this award?

(8:15) Pricing structure

(9:35) Award longevity and timing considerations

(12:54) How to maximize your investment with a solid announcement plan

(17:00) Compliance considerations and SEC audit implications

#FinancialAdvisors #RIAMarketing