In this episode of RIA+, Emigrant's Mark Bruno interviews three of the top marketers in the RIA industry: Michelle Panzera, Director of Marketing at Evensky & Katz | Foldes; Tyler Resh, Chief Growth Officer at SteelPeak Wealth Management; and Michele Welsh, Chief Marketing Officer at Verdence Capital Advisors. This wide-ranging episode covers their personal journeys into their current roles, while also exploring their unique approaches to brand marketing - and individual advisor marketing...
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In this episode of RIA+, Emigrant's Mark Bruno interviews three of the top marketers in the RIA industry: Michelle Panzera, Director of Marketing at Evensky & Katz | Foldes; Tyler Resh, Chief Growth Officer at SteelPeak Wealth Management; and Michele Welsh, Chief Marketing Officer at Verdence Capital Advisors. This wide-ranging episode covers their personal journeys into their current roles, while also exploring their unique approaches to brand marketing - and individual advisor marketing...
The Truth About RIA Organic Growth: Schwab's Lisa Salvi
RIA+
35 minutes
1 year ago
The Truth About RIA Organic Growth: Schwab's Lisa Salvi
The top-performing firms in the RIA industry have experienced organic growth rates that are more than double the typical firm - and Charles' Schwab's new RIA benchmarking study provides a close-up of the strategies and tactics driving their growth. In this episode of RIA+, Emigrant's Mark Bruno interviews Schwab's Lisa Salvi, Managing Director, Advisor Services, about the key findings from the 2024 Schwab benchmarking study, which highlights the remarkable growth in the RIA channel. They go d...
RIA+
In this episode of RIA+, Emigrant's Mark Bruno interviews three of the top marketers in the RIA industry: Michelle Panzera, Director of Marketing at Evensky & Katz | Foldes; Tyler Resh, Chief Growth Officer at SteelPeak Wealth Management; and Michele Welsh, Chief Marketing Officer at Verdence Capital Advisors. This wide-ranging episode covers their personal journeys into their current roles, while also exploring their unique approaches to brand marketing - and individual advisor marketing...
