Our Managing Director of Advisor Engagement and Enterprise Development, Joe Mooney, was highlighted in a recent Investment News article that offers key marketing strategies for independent financial advisors and RIAs. The article aims to help firms build brand awareness and attract clients to their firm, outlining several key ways RIAs can maximize the value of marketing tasks and outsource as needed to ensure they can dedicate time to their clients.
Joe weighed in on the importance of sticking to a marketing strategy when posting on social media platforms. “Have a plan,” Mooney says. “Think before you type, especially when it comes to comments and know who your audience is.” He also notes that posts about events, as well as thematic or philanthropic posts, tend to drive engagement with prospects.
