Craft on Tap, Growth Marketing for RIAs

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 stra...

Are AI video avatars the future of financial advisor marketing? In this special debate episode, Stephen Beach and Faustin Weber dive into the controversial topic of AI-driven avatars for video marketing. ⏱️ Timestamps: (0:00) Introduction to AI avatars in financial marketing (1:08) Faustin's perspective: Why AI avatars might harm trust (2:15) Stephen plays devil's advocate: Can clients tel...

Stephen Beach and Faustin Weber discuss how we structure our agency team and what that will look like for you as a client.  We break down:  How our team's structure ensures personalized and effective service How project managers play a crucial role in keeping balls in the air The importance of maintaining open communication and ensuring that clients never have to repeat themselves The implementati...

"How much of my time will this take?" - the crucial question every advisor needs to ask before hiring a marketing partner. Stephen Beach and Faustin Weber tackle head-on what financial advisors really want to know about working with marketing agencies like Craft Impact. We cover: What's really required of you in the first 90 days of a partnership How we structure meetings to maximize...

Is your firm's messaging helping you stand out or just blending in with every other advisor? Stephen Beach and Faustin Weber break down why messaging is the foundation of effective marketing for financial advisory firms and how to get it right. We cover: Why most RIAs sound exactly the same (and how to differentiate yourself) The critical process of interviewing your best clients to uncover wh...

How do you know if your marketing is actually working? Stephen Beach and Faustin Weber dive into the often-confusing world of marketing KPIs for financial advisory firms, breaking down how to measure what actually matters. We unpack: Why random marketing metrics without business context are meaningless  How to align your KPIs with your firm's overall growth goals  The difference between vanity...

Is starting a podcast worth your time as a financial advisor? Stephen Beach and Faustin Weber break down the surprising ROI of podcasting as a content creation system in this practical episode. We cover: Why podcasting is about much more than just getting downloads How one recording session can fuel weeks of content across multiple channels The systematic approach that makes podcasting efficient f...

When should you expect results from your marketing investment?  Stephen Beach and Faustin Weber tackle the #1 question they hear from financial advisors in this straight-talking episode. We break down:  How to divide marketing into two buckets: operational vs. lead generation  Why most advisory firms struggle to measure ROI (and what to measure instead)  Realistic timelines for seeing results base...