For RIAs ready to take their firm to the next level, marketing is one of the most powerful ways to drive accelerated, sustainable and meaningful growth.
But building a marketing program from the ground up can quickly become overwhelming and expensive. To be successful in financial services marketing is to be comprehensive, which requires:
Especially considering the nuances of financial services marketing, made all the more complicated by SEC regulations requiring reviews of materials, adherence to SEC fairness standards and books and records requirements, hiring a single marketer won’t move the needle – and trying to build a team in house will likely blow your budget, not to mention take months or years to ramp up.
The answer could be working with a properly qualified outsourced marketing agency. For the cost of hiring one marketing director, you can access a full-service team of professionals spanning strategy, creative, analytics and more. Don’t forget to conduct your required due diligence and address accountability for marketing sign-offs.
But with thousands of marketing agencies to choose from, how do you find the right fit for your firm and your goals?
In the downloadable (see left side), we’ve broken down a sample resume from an outsourced marketing agency, including the keywords your firm should be looking for as you vet potential growth partners.