Marketing as a Wealth Management Firm

Tynecia Martin, MBA, LUTCF®, FSS, Channel Marketing and Branding Specialist
October 3, 2018

1st Global advisor Jody Padar, CEO and principal of New Vision CPA Group, sat down with 1st Global’s Assistant Vice President of Marketing and Communications Ryan George and 1st Global President David Knoch at the AICPA Engage conference in Las Vegas to discuss how wealth management firms can use marketing to differentiate themselves.

They discussed key marketing differentiators, such as:

  • Creating a specific message for specific audiences
  • Setting client expectations
  • Using life stages to market
  • Niche marketing
  • Using personas to understand your ideal client
  • Generating referrals through content marketing



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