How This RIA Went from $0 to Over $200M - Financial Advisor Marketing

[@davezoller]

🧡JOIN THE ADVISOR MEMBERSHIP www.streamlinemypractice.com/membership

[@TedErhartCFP]

Dave, I continue to enjoy your interviews with other advisors and hearing about how they're finding success!

[@davezoller]

Thanks, Ted! I'm glad you've been liking them because I've been enjoying the convos as well.

[@alexkhassa]

Great success story! Getting clients with facebook ads and sales funnels is one of the best ways to get new clients in 2023.

[@christiananderson641]

have you personally done this

[@GriffithCapitalGroup]

This helps, Dave. I’m launching soon and am at a big fat $ZERO FB ads will be my start! 😘

[@TeacePeace14]

You know he’s an advisor when he is wrapping up an email at the start of the meeting😂

[@davezoller]

lol.

[@carlettagoodrich-mann1377]

Loved your presentation . I would like to work with your firm.

[@jedwards712]

Did he need to get a finra letter to discuss specific strategies and products? How much does that add to the cost? and I wonder what other compliance issues might need to be dealt with on the campaign

[@ChaceBonanno]

Good question

[@elisabeth1219]

Hi Dave, Is it true that there is shortage in financial/investment advisor roles in the USA right now?

[@millrgenuine]

Thanks Dave, great video. Does Ron discuss which marketing firm he used in future videos?

[@davezoller]

Yes! Mark Ford at Castor Abbot. Mention Ron if you reach out to them.

[@Elreydesaus]

Who is your social media marketing company.

[@davezoller]

I don't use a social media marketing company but I believe Ron uses Castor Abbott. Here's an interview with the CEO of that company, Mark Ford. kzbin.info/www/bejne/f3nNZWqdpbdogdU

[@tylerluedke7017]

Dave- just curious, what’s your motive in all these videos geared towards advisors? Do you have a coaching platform? Don’t tell me it’s purely goodwill.

[@davezoller]

Great question! I started doing this because it combines a lot of things I enjoy. 1) talking to advisors who continually want to improve 2)helping me engrain what i'm learning to grow our own advisory firm 3)being creative using video. Eventually I could see this turning into a real business focused on helping advisors continually get better. We realized a while ago that there's no sense in being competitive or not sharing what's working with other advisors. Especially those who care about their clients and put them first.

[@tylerluedke7017]

@@davezoller That's pretty cool