Most financial advisors underinvest in marketing — yet the firms that scale past $1B AUM all share one trait: consistent reinvestment. This in-depth Q&A reveals how much a firm should spend on marketing, what to include in the budget, and how real firms like Falcon Wealth Planning grew from $200M to $1.5B by dedicating 10–15% of annual revenue to strategy, brand, and execution. Learn practical benchmarks, ROI expectations, and why “fail forward” is the new formula for sustainable RIA growth.
Feeling overwhelmed about the lack of categorization and organization in your client base? Given two finite resources, time and labor, as an RIA, wirehouse advisor or tax advisor, it’s important to put clear lines between the types of clients you serve and want to acquire, the service quality you provide to each, and your fee plans.
****Select Advisors Institute is not a registered investment adviser and does not provide investment, legal, or tax advice. We are a boutique management consulting firm deeply embedded in the wealth management, asset management, family office, and UHNW sectors - advising financial institutions on strategic growth, talent development, investor communication, and brand positioning, while guiding ultra-high-net-worth families in advisor selection, coordination, and the day-to-day management of complex wealth structures.
