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Ready to break away and establish your own RIA?
Join Kristin Harad and Lauren Hong, CEO of Out and About Communications, as they examine the essential marketing foundations for advisors who are preparing to leave a traditional wirehouse or broker-dealer. Kristin and Lauren compare notes and draw from their extensive marketing experience to provide actionable insights for advisors ready to make the leap.
Key Highlights:
- Strategic Planning: Discover why planning your transition at least a year in advance is ideal for a seamless and successful launch
- Client Communication: Explore best practices for maintaining client trust through consistent and transparent communication during the transition
- Branding Essentials: Learn why naming is paramount, how to build a professional landing page, which logo design mistakes to avoid and what other brand elements will lay a foundation of trust
- Building Credibility: See how establishing a Google My Business page and planning press releases can boost your firm’s visibility and trust
- Stay away from sloppy: Choose less over fast and take your time to deliver quality. Learn to forgive yourself for mistakes made and carry on.
- And much more!