How do you double your firm's size in five years? Is it through digital marketing or client referrals?

In this LIVE "Advice Line" episode, financial advisor Paul Sydlansky joins us to discuss supercharging his firm's growth. With 95-100 clients and $75 million in AUM after 8 years, Paul wants to take his marketing to the next level. We dive deep into his current strategies and provide actionable advice to help him reach his ambitious goals.

Key questions we answer include:

► Should I focus on digital marketing or client referrals?

► How can I improve my referral process?

► What metrics should I track to measure marketing success?

Even if you're not aiming to double your firm's size, this episode illuminates how to refine your marketing strategy, leverage your strengths, and create sustainable growth. Tune in to learn how to balance digital efforts with relationship-building to attract and retain ideal clients.

Resources:

• Sign up to be an advisor guest on the show
• Lake Road Advisors (Paul’s Firm)
• Marketing Metrics Tracking Template (From Rebel Media)
• Book: Giftology: The Art and Science of Using Gifts to Cut Through the Noise, Increase Referrals, and Strengthen Client Retention
• Kitces Summit (April 2024) for referral marketing