Lawrence A

In today's competitive financial industry, creating a marketing message that truly resonates with your target audience is essential. Learn how to craft your marketing messaging to immediately resonate with your ideal clients and to help the suboptimal clients self-select out, saving you time, effort, and your marketing budget. We’ll cover defining your vivid vision and mission statement for the next 1-3 years; crafting an elevator pitch that is clear, concise, and convincing; and writing a catchy tagline for your website & emails to make you memorable to prospective clients.

Registering a new independent fee-only Registered Investment Adviser (RIA) firm is easier now than it has ever been. But for RIAs who serve military families, it is nearly inevitable that they will eventually have to register in more than one state. As the number of states in which a firm is registered grows (to as high as fourteen), compliance only gets more and more complex. This session will share APFORIA's lessons in how to simplify your compliance by joining forces with other firms to get your number of regulators back down to one (the SEC) without sacrificing your independence.