This is the time of year to professionalize your RIA's marketing with a view to engaging target audiences and capturing specific areas of that engagement as value, preferably in ways that can be measured.
The Financial Gym's Shannon McLay talks about how she and her firm's "trainers" help clients with traditional financial planning services around budgeting, saving, debt management and financial literacy.
Megan Gorman, founder and managing partner of Chequers Financial Management, discusses the marketing strategies she uses to connect with clients and identify new opportunities.