Craft on Tap, Now Serving Growth Marketing for RIAs
Craft on Tap, Now Serving Growth Marketing for RIAs
Podcast Description
Funny marketing advice for financial advisors from Craft Impact CEO Stephen Beach & Marketing Strategist Faustin Weber (two dads!). We share practical methods helping RIAs find clients & build their practice. Learn specific ways to attract good-fit clients online, get answers to common marketing questions, & discover what's working now. Expect clear tips, a down-to-earth perspective, and laughs. Focus on clients, not confusing tactics. Subscribe for weekly RIA marketing know-how! Learn more: craftimpact.com #CraftImpact #Marketing #RIAs
Podcast Insights
Content Themes
Focuses on practical marketing methods for Registered Investment Advisors (RIAs), with episodes covering topics like setting effective marketing KPIs, the ROI of podcasting for advisors, and understanding marketing ROI timelines, offering actionable insights like aligning KPIs with growth goals and maximizing content reach.
Welcome to Craft on Tap: Growth Marketing for RIAs by Craft Impact. We’re the dedicated marketing partner serving as an outsourced CMO + digital marketing team for RIAs. This pod combines industry expertise with a refreshing approach (and the occasional dad joke). Our goal is to help you avoid random “acts of marketing.” Expect real advice delivered with personality. Subscribe for untapped potential! #RIAMarketing #CraftImpact
One of the most polarizing questions in financial advisor marketing: Should you display your fees online?
Stephen Beach and Faustin Weber break down Marcus Sheridan's ”Big Five” content marketing principles and create their own five-level framework specifically for advisory firms.
Despite 44% of affluent investors wanting pricing information, many RIA firms choose not to provide it. There are certainly pros & cons. Here's how to think through this decision strategically.
We cover:
- Why this Reddit debate sparked intense reactions from both camps
- Marcus Sheridan's ”Big Five” content marketing topics that build trust
- The Ensemble Practice study showing what affluent investors want
- Our five-level pricing transparency framework for advisory firms
- Real client examples: Instrumental Wealth's exit planning, BKFI's tiered approach, Root Financial's FAQ strategy
- How to balance transparency with your sales process
- The mental hurdles advisors face around pricing vulnerability
- Why level zero (contact us for pricing) leaves opportunity on the table
⏱️ Timestamps:
(0:00) Intro & context for the pricing question
(4:46) Marcus Sheridan's influence and the ”Big Five” content pillars
(7:25) Why pricing is the fifth pillar of content marketing
- (12:08) Advantages vs. disadvantages of pricing transparency
- (14:55) Our five-level framework for advisory firm pricing
- (21:00) Firm example: Instrumental Wealth flat-fee range
- (25:24) Firm example: BKFI's tiered pricing
- (32:55) Client example: Root Financial's FAQ integration
- (39:26) Level 3 and 4: Industry education and pricing calculators
- (46:56) The future of pricing transparency and AI search
Whether you're firmly in the ”never show pricing” camp or ready to embrace full transparency, this episode gives you a framework to make the right decision for your firm and target market.
We help financial advisors reach their AUM goals through strategic marketing. Subscribe to Craft on Tap on YouTube and learn more about our services at craftimpact.com
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