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Marketing Secrets, Part 3

So we’ve moved past the formative stages of your Independent RIA, including your business strategy, budget, and legal structure. In the last two blogs, we laid the foundation for your marketing efforts. Now, nearly at the halfway point of your journey, we are building upwards and adding the necessary tools and technology to ensure the

Tips for Naming a New RIA: Marketing, Part 2

You’ve picked your firm’s name …what’s next on the list? Don’t worry, we’ve created the ultimate marketing checklist to help your firm thrive. In case you missed it, our previous article explored tips for naming your firm and applying for a trademark. In this article, we will focus on designing your logo and website and registering a domain name.