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 sending email “blasts” to your entire contact list and wondering why you’re not getting results?
In this episode, Steven Beach and Faustin Weber discuss email marketing that works, plus tips you can incorporate into your email strategy now.
We cover:
• The critical importance of list segmentation for RIAs
• What content to send to clients vs. prospects vs. old leads
• Email nurturing strategies that actually move prospects through your pipeline
• Common technical mistakes that hurt your deliverability rates
⏱️ Timestamps:
(0:00) Welcome & summer break struggles for working parents
(2:30) Why email marketing still matters in 2025
(4:45) The foundation: How to properly segment your contact lists
(12:15) What to send your current clients (beyond market commentary)
(17:46) Structuring your emails for engagement
(23:20) What to send to your old prospects and cold lists
(27:20) The goal: Staying top of mind for future catalysts
(33:12) Rapid-fire email best practices
(41:25) Lead nurturing for active pipeline prospects
(48:45) Strategies for following up without being pushy
(50:55) Final thoughts on building systematic email workflows
Whether you’re just starting with email marketing or looking to improve your current approach, this episode gives you practical frameworks for turning your contact database into a growth engine for your financial advisory practice.
#FinancialAdvisors #EmailMarketing #RIAMarketing #LeadNurturing #CraftImpact
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