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
Are you drowning in data but starving for growth? In 2026, it’s easier than ever to get ”great” marketing numbers that result in zero new clients.
In this episode, Craft Impact’s CEO Stephen Beach and Marketing Strategist Faustin Weber walk through the six marketing metrics they're monitoring across their RIA clients that act as a guide rope to success.
They cover:
- Why AUM growth is still the only North Star that matters… and why trying to draw a straight line from a single post to new clients will drive you crazy
- What makes a discovery call ”qualified”…and why booking 30 calls that go nowhere is worse than booking five good ones
- How to identify your firm's top referral evangelists and what to do with that information once you have it
- The simplest way to measure brand awareness in a digital world
- Why ”deep engagement signals” matter more than likes and views
- AI visibility and reputation: what to track, what to ignore, and why you shouldn't panic if you're not ranking in ChatGPT yet
⏱️ Timestamps:
(00:00) Welcome and episode overview
(01:34) Metric 1: AUM growth as your North Star
(04:00) Why marketing attribution is harder than ever in 2026
(06:45) Metric 2: Qualified discovery calls
(08:58) The ad agency experiment that produced zero results
(10:30) Metric 3: Referral sources and your top evangelists
(16:34) Metric 4: Homepage visits and branded search queries
(19:27) The simplest way to measure brand awareness digitally
(20:48) Google Search Console is free, fast, and underused
(24:26) Metric 5: Deep engagement signals
(28:05) The 73 percent from Indonesia YouTube problem
(33:13) Metric 6: AI visibility and reputation reviews
(41:37) What to solve for instead of chasing LLM rankings
AI Visibility Tool Referenced: https://geoptie.com/geo-rank-tracker
#FinancialAdvisors #RIAMarketing #MarketingMetrics #GrowthMarketing #AUM #BrandAwareness #AISearch #DigitalMarketing #FinancialAdvisorMarketing
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