Your Practice: Grow it. Protect it. Now.
For Registered Investment Advisors (RIAs), Wealth Managers, Financial Advisors, and CFPs and Investment Management Marketers
Join this webinar to learn the growth and risk management best practices to further ignite your trajectory.
Your practice is a valuable thing. You’ve nurtured it and watched it grow. It is true though…there is no limit to growth. And, without the right mix of growth and business risk management activities, you may find yourself in the exact same place a year from now with three times the headache. Learn from these growth and risk management best practices to further ignite your trajectory. Reach and engage your future clients with these digital advertising strategies and, on the flips-side of that same coin, understand the best ways to protect you from business risk.
What you will walk away with:
- How to focus marketing resources on those that have a higher likelihood of converting
- The changes in digital advertising and business risk management over the last 12 months and their impacts on the way forward
- Impact of major changes in the advisory domain such as the merger with Schwab and TD and how this is going to affect your clients
- What type of digital advertising approach would be good when an advisor focuses on a specific type of client
- COVID-19 has shifted the world. How has that affected digital marketing?
- The best ways to reach potential clients through digital marketing
Chad
President, Box Pro Insurance
Chad is the President of Box Professional Insurance. He spent the first decades of his career in leadership positions on the claims side of insurance services. He decided to use his financial acumen to become a Registered Investment Advisor. He worked as an advisor just long enough to gain a healthy respect for the day-to-day challenges you face every day. Chad then found he could support financial institutions with risk management decisions and found many advisory firms struggle to find an insurance broker who understands their businesses and created Box Professional Insurance to serve the advisory community exclusively.
Josh Prizer
VP OF SEM & PROGRAMMATIC, Zero Company
Josh has been an integral part of the Zero Company team. Managing more than $4 million in annual ad spend. He is an expert in Google, Bing, Facebook and Programmatic. He loves helping a business grow into their potential and believes that PPC is part science and part art.
Mike Liwski
Manager, WOW
Mike is our resident enterprise marketing crackerjack, a rising star on our Account Executive team, a leathered business leader and ROI guru in the Growth group. Mike is your #nononsense, #youwantfrieswiththat inspirational servant leader and business expert. He’s spent the last 20 years running marketing for organizations in Financial Services, including Investment Management, Business Media, SaaS (Software-as-a-Service), IT Consulting and IT Service Management including Cloud, Cybersecurity and Work Collaboration and Higher Education.
Zero Company Performance Marketing – Win your target investors. For almost two decades, if investment management companies need to reach targeted pools of investors, advisors or traders at the stimulus or awareness phase or win them at the Zero Moment of Truth, we have been helping investment marketing teams and business leaders earn the trust of their target audiences by defining their complete digital marketing experience. Whether it is paid digital advertising like Google PPC, Social Media, YouTube Ads, Retargeting, and Programmatic, or organic activities like Website Design, Content Development, and SEO, we help you win the hearts, minds, and wallet share of your customers.
Box Professional Insurance – Ancient wisdom says, “To Whom Much is Given, Much is Required.” Your role as a Registered Investment Advisor comes with great opportunity and with great responsibility. We know you take that responsibility seriously and as advisors to advisors, we take it seriously too. President Chad Ramberg spent part of his career in your shoes as an IAR. When faced with the task of securing professional insurance to help protect himself and his clients, he was not impressed by the quality of guidance that he found in the marketplace. Box Professional Insurance agents are committed to operating with the same standard of ethics and continuing education to which RIAs are held.
