It’s true that marketing can be a challenge for RIA firms, especially when it comes to balancing it with the demands of providing quality advice to clients. The financial services space is crowded and it can be difficult to really stand out. Creating unique and attention-grabbing content is certainly one way to differentiate your RIA from the competition. Capturing people’s attention creates lasting impressions. But it can be hard to separate your firm from the competition and attract new clients without sacrificing the level of service you provide. No one said you have to do it all yourself.

Fortunately, there are marketing firms that specialize in helping advisors get their message out to prospective clients. By seeking their help to organize coordinated marketing campaigns that employ a variety of marketing services, including Facebook ads, social media campaigns, and email and direct mail marketing, an advisor can set their firm apart. Utilizing these marketing service companies gives small RIA’s access to tools like automated email campaigns, social media posting, landing pages, and lead magnets. That frees advisors up to focus on what they do best—providing high-quality advice and service to their clients.

RIA firms can overcome the pressure that comes from trying to market while still focusing on all of the work clients expect by taking advantage of third party firm’s expertise and resources. And while they help with messaging, the advisor can focus on creating fans out of their existing clients, providing exceptional service, turning their clients into advocates who are more likely to refer friends and family.