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
Most advisors are still using Claude the same way they use ChatGPT: one question, one answer, starting from scratch every time.
In this growth marketing Craft on Tap episode, Stephen Beach and Faustin Weber tackle three specific ways to go further with Claude for your RIA’s marketing strategy. Each one builds on the last, and together, they can turn Claude into a real content engine. Whether you're brand new to AI or already comfortable with the basics, these steps are for you.
They cover:
How Claude Projects eliminates the back-and-forth by giving Claude everything it needs to know about your firm before you type a single word
How Craft Impact uses Projects to onboard clients and share context seamlessly across their team
What Claude Skills are, why most advisors haven't discovered them yet, and how to build one that applies across every chat and project automatically
The anti-AI writing skill Faustin built to strip out AI slop, and how you can download it for free
What Claude Code actually is, why it unlocks a different league of marketing automation, and what a realistic setup timeline looks like
A real use case: using Claude Code to plug into YouTube's API, fetch transcripts, and optimize your content titles based on what's actually performing
Why content distribution is 50% of the equation, and why most advisors never get there
What will actually differentiate your content as more firms get up to speed with AI: personal stories, client case studies, and real thought leadership
⏱️ Timestamps:
(0:35) Intro and Andy Baxley, CFP®, shoutout
(3:40) Claude Chat versus Claude Projects
(6:50) Sharing context across team members
(9:25) Powerful features of Claude Cowork
(12:15) Creating skills for repetitive tasks
(15:35) Compiling team feedback into skills
(18:28) Human review pass before publishing
(21:05) API research using Claude Code
(24:25) Synthesizing research into content scripts
(27:15) Rising above noise with storytelling
(32:15) Video and podcast marketing engines
(34:40) Action items and final wrap-up
Resource:
Interested in a free one-hour Claude Code workshop? Reach out directly: [email protected] or [email protected]
🎙️ Learn more about how Craft Impact helps RIAs with their marketing: craftimpact.com
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#RIAMarketing #AIMarketing #FinancialAdvisors #WealthManagement #GrowthMarketing #CraftOnTap #CraftImpact #ClaudeAI #MarketingForRIAs #FinancialAdvisorMarketing
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