An RIA Marketing Playbook: How Three Top RIAs are Re-Writing the Rules of Advisor Marketing

About this episode

Mark Bruno interviews top marketers in the RIA industry about their unique approaches to marketing.

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...

People in this episode

Host: Mark Bruno

Guests: Michelle Panzera, Tyler Resh, Michele Welsh

Topics covered

• RIA marketing
• advisor marketing
• brand marketing
• personal journeys
• industry insights

Keywords

• RIA
• marketing
• advisors
• branding
• growth strategies

Mentioned in this episode

Organizations: Evensky & Katz | Foldes, SteelPeak Wealth Management, Verdence Capital Advisors

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