Building Your Breakaway Brand: The Ultimate Marketing Guide for Newly Independent RIAs

For newly independent RIAs, establishing brand presence is critical to the beginning of the breakaway journey. You need to define your value proposition, identify your target audience, and determine how to reach them.

But it can be difficult to find time to dedicate to your marketing plan – and even tougher to figure out where to start.

Download this interactive eBook for a walk through every step of building a successful marketing plan, including:

Setting reasonable goals
Determining KPIs for measuring success
Establishing your new firm’s value proposition
And more!

Start your business off with a powerful marketing plan. Download the eBook today.

1431-OAT-4/27/2021

Request Free!