Ryan Fitzgerald

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.