The Perfect RIA Maximizing Marketing Efficiency With Ryan Fitzgerald [Episode 344]
Jan 19, 2026
Ryan Fitzgerald, Chief Marketing Officer at Belay, dives into the world of marketing efficiency for advisors. He emphasizes the importance of understanding your ideal customer instead of fixating on marketing channels. Ryan advocates for delegating tasks to virtual assistants, allowing advisors to focus on high-value activities. He also shares insights on creating memorable client experiences to drive referrals and discusses the significance of building effective marketing funnels. With practical tips, he helps show how to differentiate in a competitive market.
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Start With The Customer
- Focus on who your ideal customer is before chasing channels or tactics.
- Work backwards from that customer to choose where to invest time and money.
Delegate Low-Return Work
- Delegate low-return tasks so you can spend time on high-return client work.
- Hire or automate administrative and marketing tasks to scale without losing client focus.
Leverage An Assistant For Content
- Use an assistant to handle preparation, scheduling, and publishing for content you create.
- Invest only your expert time and let the assistant turn that into distributable assets.