Free On Demand Event

How To Create A Launch Marketing Plan for Your RIA

Join XYPN's marketing coach, Carolyn Dalle-Molle, as she walks through how to create an effective launch plan for your firm, one step at a time.

Learn how to tailor your plan to your niche, how to build hype around your firm, how to identify the right time to launch, and what assets you'll need to put your marketing plan into action. You'll leave this webinar with the tools and confidence you need to start successfully marketing your firm today.

Listen as Carolyn shares her expert advice on:

• When to launch an RIA your marketing plan
• Who to share your launch with
• What to say in marketing materials
• How to reach out to potential contacts
• Building hype for your launch
• And much more!

Mentioned in this recording:

• What You Need to Know About Launching Your Own Financial Planning Firm
• 5-Part Marketing Plan for Independent Advisors: Why, What & How
• Launching Your Own RIA: Advice from Advisors Who Took the Leap
• Are You Making These Top-of-Funnel Marketing Mistakes in Your RIA?
• The Benefits of Marketing to a Niche
• XYPN Member Benefits Directory
• How to Spend Your Marketing Budget: An Intro to Paid Advertising
• Running Lean: Iterate from Plan A to a Plan That Works
• Wix (Web Design)
• Canva (Graphic Design)
• Calendly (Scheduling)
• Sumo (Email Capture)
• Unsplash (Stock Photography)
• How to Use Google Analytics to Set and Track Goals for Your Financial Planning Firm
• A Guide to Google Analytics: What's Normal Anyway?