How to market to independent advisors
Which products and services are right for this market? Who do you target and how do you reach them? Correctly answering these questions is key to your success.
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Start NowRIA insight
The registered investment advisor (RIA) market is unlike other industries. It runs the gamut from multibillion dollar asset management shops to individual financial planners. Tougher still, a variety of independent custodians, software vendors, trade organizations, asset managers, and other providers serve their needs. Helping you find your sweet spot within this complex universe is where we come in. We’ve worked with independent advisors for over 20 years, and can help you deploy resources quickly and effectively.
SMA distribution
Offering separately managed accounts (SMAs) to the RIA community raises lots of questions. For example, which segment of the RIA market actually uses separately managed accounts? Which custodians do these RIAs prefer, and how do you reach them? We can help you asses the lay of the land and plan an entrance strategy. Or we can work with you to optimize your current efforts..
Market Research
Marketing a new product to RIAs starts with research. By gathering real-time feedback from independent advisors about your proposed product or service, we help gauge the level of interest and likely success of your offering.
Competitive Analysis
It’s a big market. How do your products and services compare to what’s already out there? Is gaining market share possible? And if so, what’s your strategy? Having spent over two decades working with RIAs, our insights can help you gauge your strengths and weaknesses compared to your competitors.
Business Plan Development
We can help you put together a business plan that leverages the insights gained from analyzing the marketplace. We can help you identify appropriate short and long-term goals to move you to your desired outcomes. We can help you identify key performance indicators or KPIs that help measure your progress toward your goal.