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Entrepreneurship

Marketing Matchup: What Platform Builders Want You To Know About RIA Marketing [Video]

You’re running a billion-dollar firm with no head of marketing. Now what?

Despite managing billions in assets, many firms are still cobbling together their growth strategy with ad hoc emails, advisor-written commentary, and no centralized plan.

Amy Rizzo (Chief Growth Officer at Arax Investment Partners) and Erica Rodrigues (Organic Growth Consultant at Constellation Wealth Capital) come together in the latest episode of Marketing Matchup to talk about how they help portfolio firms build repeatable marketing engines without breaking what made them successful in the first place.

Both women bring the rare perspective of outsourced growth leaders and platform builders. They are both called on to guide and support advisor teams to clarify their value proposition and connect their growth stories to their client experience.

Build from the basics

Most advisors already have a niche, whether or not it is formally a part of their branding. It could be physicians, founders, or people going through a major life change. But very …

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PCI students launch businesses and give back to community – PortageOnline.com [Video]
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Entrepreneurship

PCI students launch businesses and give back to community - PortageOnline.com [Video]

Students in the applied commerce program at Portage Collegiate Institute showcased their business ventures last week after a semester of hard work. The event featured student-run companies offering everything from custom apparel and cleaning services to marketing strategies and community-focused food programs. Gavin Taylor, who teaches applied commerce at PCI, says the event gives students a real taste of entrepreneurship. Weve got some students selling lip gloss, bracelets, snacks, social media marketing services, house cleaning, clothing, lots of variety, notes Taylor. Each visitor acts as a judge, receiving ten $1,000 PCI Bucks to invest in their favourite student businesses. Though friendly, the competition is designed to simulate real-world decision-making and customer engagement. googletag.cmd.push(function() { if($(document).width()

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