The Perfect RIA

How to Grow Your Practice

Aug 15, 2024
Jamie Shilanski, an expert in guiding financial advisors, shares her insights on practice growth. She emphasizes the three pivotal stages of an advisor’s journey: growth, freedom, and enterprise. Communication and strategic marketing are crucial during the growth phase. Advisors must define a clear target audience, specialize in a niche, and create compelling marketing messages. Shilanski discusses the importance of understanding clients as individuals and the power of specialization for driving meaningful connections and success.
Ask episode
Chapters
Transcript
Episode notes