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 running their marketing in too many directions at once, speaking to too many people, and wondering why nothing converts. In this episode of Craft on Tap, Stephen Beach and Faustin Weber sit down with Kendra Wright, founder of Rebel Media Agency and host of Advisor Marketing Made Simple, for a candid conversation about what is moving the needle for RIAs right now.
Kendra is one of the sharpest marketing minds in the financial advisory space, and yes, she and the Craft Impact team are technically competitors. But they're also aligned on something more important: the industry deserves better marketing, and there's more than enough room to raise the bar together.
They cover:
Target personas and the funnel
Scaling lead flow with video
The efficiency of repurposing
Logic-based booking systems
Referrals versus scalable digital channels
Generational shifts in advisor selection
The 50% marketing cut
⏱️ Timestamps:
(0:28) Intro: Welcome, Kendra Wright of Rebel Media Agency
(4:40) Why ”one client type per funnel” is the first fix
(13:02) Case Study: How Thomas Cook landed 10 new clients via YouTube
(22:39) Kendra’s spicy take on why content repurposing is often a waste of money
(31:51) Designing a right fit booking process to protect your calendar
(46:53) Real-world impact: Adding $160,000 in revenue by removing 100+ unqualified leads
(53:23) The Great Debate: Are referrals the icing or the cake of an advisor’s strategy?
(1:00:35) Exploring the ”referral ceiling” and changing generational consumer habits
(1:11:40) Closing exercise: Reclaiming focus through the 50% marketing cut
Interested in more marketing tips? 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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➡️ Follow Kendra Wright on LinkedIn
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#RIAMarketing #AIMarketing #FinancialAdvisors #WealthManagement #GrowthMarketing #CraftOnTap #CraftImpact #ClaudeAI #MarketingForRIAs #FinancialAdvisorMarketing
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