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Paul Sydlansky
Founder of Lake Road Advisors, an independent RIA, seeking strategies to double his firm's size in five years.
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Oct 9, 2024
• 43min
Advice Line: Referrals vs. Digital Marketing For Doubling AUM (Paul Sydlansky)
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Paul Sydlansky, Founder of Lake Road Advisors, dives into strategies for doubling his firm's size in five years. He debates the merits of digital marketing versus client referrals, emphasizing the importance of personal relationships. Paul discusses tracking referral sources and online leads, sharing insights on effective marketing metrics. He also highlights the value of email marketing and client gifting techniques that prioritize meaningful connections. Tune in to learn practical tips for enhancing client engagement and sustainable growth!
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