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:
- 5-Part Marketing Plan for Independent Advisors: Why, What & How
- 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)