How This RIA Went from $0 to Over $200M - Financial Advisor Marketing
I asked the CEO of Lifeworks Advisors, Ron Bullis, how they were able to create their own lead engine to attract ideal clients.
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This channel is made for Financial Advisors who are looking to grow their practice so that they can positively impact more people for good.
Some of the things we'll be talking about are advisor marketing, practice management, how the best advisors find and attract new clients, advisor communication strategies, and how to keep your clients happy for life. We'll also be looking at the typical day in the life of a financial advisor. Some other great financial adviser youtube channels are Michael Kitces, Carl Richards at The Society of Advice, Samantha Russell Twenty Over Ten -Marketing For Financial Advisors, Jumpstart YOUniversity with Dominique Henderson, and The Compound with Josh Brown and Michael Batnick.
Financial Advisors have an important role in removing the burden of finances from their client's shoulders.
And this is the place for them to come and grow as an advisor.
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This helps, Dave. I’m launching soon and am at a big fat $ZERO FB ads will be my start! 😘
Dave, I continue to enjoy your interviews with other advisors and hearing about how they're finding success!
@davezoller
2 жыл бұрын
Thanks, Ted! I'm glad you've been liking them because I've been enjoying the convos as well.
Great success story! Getting clients with facebook ads and sales funnels is one of the best ways to get new clients in 2023.
You know he’s an advisor when he is wrapping up an email at the start of the meeting😂
@davezoller
2 ай бұрын
lol.
Loved your presentation . I would like to work with your firm.
Thanks Dave, great video. Does Ron discuss which marketing firm he used in future videos?
@davezoller
Жыл бұрын
Yes! Mark Ford at Castor Abbot. Mention Ron if you reach out to them.
Hi Dave, Is it true that there is shortage in financial/investment advisor roles in the USA right now?
Did he need to get a finra letter to discuss specific strategies and products? How much does that add to the cost? and I wonder what other compliance issues might need to be dealt with on the campaign
@ChaceBonanno
Күн бұрын
Good question
Dave- just curious, what’s your motive in all these videos geared towards advisors? Do you have a coaching platform? Don’t tell me it’s purely goodwill.
@davezoller
2 жыл бұрын
Great question! I started doing this because it combines a lot of things I enjoy. 1) talking to advisors who continually want to improve 2)helping me engrain what i'm learning to grow our own advisory firm 3)being creative using video. Eventually I could see this turning into a real business focused on helping advisors continually get better. We realized a while ago that there's no sense in being competitive or not sharing what's working with other advisors. Especially those who care about their clients and put them first.
@tylerluedke7017
2 жыл бұрын
@@davezoller That's pretty cool
Who is your social media marketing company.
@davezoller
Жыл бұрын
I don't use a social media marketing company but I believe Ron uses Castor Abbott. Here's an interview with the CEO of that company, Mark Ford. kzread.info/dash/bejne/e3yelpmgoLWbe9Y.html