small RIA firms
Somewhere in the deep recesses of the Internet, a crafty little marketing consultant figured out how to make a small advisory firm look bigger than it is. I’ll show you a few ways to present the scale of your business based on your true merit.
But first I’ll go over a few commonly used and slightly-less-than-scrupulous tactics that you should avoid.
This blog explains the one thing you can do to escape the poverty trap that ensnares most RIA firms with $150MM or less in assets under management.