What should RIAs expect from a marketing agency?

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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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All content for Craft on Tap, Growth Marketing for RIAs is the property of Craft Impact and is served directly from their servers with no modification, redirects, or rehosting. The podcast is not affiliated with or endorsed by Podjoint in any way.

Marketing

Business

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What should RIAs expect from a marketing agency? | Ep 6

Craft on Tap, Growth Marketing for RIAs

28 minutes 32 seconds

5 months ago

What should RIAs expect from a marketing agency? | Ep 6

Stephen Beach and Faustin Weber discuss how we structure our agency team and what that will look like for you as a client.

We break down:

How our team's structure ensures personalized and effective service
How project managers play a crucial role in keeping balls in the air
The importance of maintaining open communication and ensuring that clients never have to repeat themselves
The implementation of AI tools and internal knowledge sharing to improve client experience

⏱️ Timestamps:

(00:00) Welcome & Intro
(00:07) Starting with New Clients
(01:35) Ensuring Knowledge Transfer
(01:59) The Role of AI and Transcripts
(02:54) Client Onboarding Process
(05:20) AI Tools for Efficiency
(07:13) Benefits of Working with an Agency
(10:06) Team Structure and Roles
(18:33) Internal Development and Knowledge Sharing
(25:57) Maximizing ROI on Industry Award Investments
(28:17) Conclusion

Whether you're evaluating a new marketing partner or measuring your current efforts, this episode gives you practical insight into what you should prioritize when working with a marketing partner.

#FinancialAdvisors #RIAMarketing #MarketingROI #CraftImpact