[Past Event] How to Market Yourself as a Trusted Financial Advisor
Watch Worth’s conversation on How to Market Yourself as a Trusted Registered Investment Advisor (RIA) below:
Worth and Gladstone Advisors are excited to present a discussion on How to Market Yourself as a Trusted Registered Investment Advisor (RIA), Thursday, April 13th at 1:00 p.m. ET. This virtual panel includes Derek Burton, Senior Managing Director of the Gladstone Group, Maisie Anderson-Davis, Director of Penta, and Worth Media Groups president, Paul Stamoulis experienced professionals who have successfully navigated the branding process and know the benefits from participation in these types of programs. We’ll explore the benefits of participation in the program and discuss key strategies for creating a strong brand for your RIA firm.
Our discussion will focus on the importance of branding for RIA firms and the benefits of participating in Worth Leading Advisors’ program. We’ll explore the ways in which a strong brand can help differentiate your firm in a crowded market, build trust with clients, and ultimately drive growth and profitability. We’ll also discuss the specific strategies and tactics that RIA firms can use to build a strong brand, including developing a clear value proposition, crafting compelling messaging, and leveraging digital channels to reach potential clients.
As we dive deeper into the topic, we’ll hear from each panelist about their own experiences with branding and participation in the Worth Leading Advisors program. We’ll learn about the specific challenges they faced in creating a strong brand for their firm, the strategies they used to overcome those challenges, and the results they achieved as a result of their efforts.
Ultimately, this panel discussion will provide attendees with valuable insights into the importance of branding for RIA firms and the benefits of participating in programs like Worth Leading Advisors program. Whether you’re a new RIA firm looking to establish your brand, or an established firm looking to reposition yourself in the market, this discussion will provide you with the knowledge and tools you need to succeed.
- Derek Bruton, Senior Managing Director, Gladstone Group
- Maisie Anderson-Davis, Director, Penta
- Paul Stamoulis, President, Worth Media Group
- Thursday, April 13th | 1pm ET