15 See yourself as an RIA.
Step 5: Design and
implement your brand.
These are the marketing must-haves when building your RIA:
Firm name – Don't overthink it when establishing your legal entity.
Logo – Consider leveraging professional design services and website
providers to create assets that tell a story and represent your business.
Your logo delivers a first impression of your firm.
Registered domain and website – There are multiple web-hosting
sites you can use, such as godaddy.com, to register your domain.
Business account with Google – Consider establishing an account to
help your business show up in searches.
Right look and feel – If you have an office, make sure it curates an
ideal experience.
Recommended marketing
partners
SEI works with several marketing providers.
These partners have been vetted and have
demonstrated success in helping RIAs build,
launch, and manage their business.
An all-in-one financial advisor marketing
solution including website development,
content development, social and email
marketing, and more. FMG is a SEI strategic
partner.
An all-in-one financial advisor marketing
solution including website development,
content development, social and email
marketing, and more. Snappy Kraken is a SEI
strategic partner.
Provides growth marketing and PR solutions,
and program to amplify larger RIA firms'
business development efforts.
Use SEI's Generate Leads with
Marketing toolkit to help you
understand common strategies
and tactics, use metrics like a
pro, and more.
