Thinking about launching your own RIA, joining a new firm, or recruiting transitioning advisors?Stephen Beach and Faustin Weber share the behind-the-scenes story of how Craft Impact got into the RIA space and why marketing communications are critical during advisor transitions.We cover:How Craft Impact discovered the advisor transition opportunity through Stephen's brother-in-law Boston CardinalThe marketing and communications challenges advisors face during business movesWhy firms with strong marketing presence have a competitive advantage in talent acquisitionThe launch kit framework that takes marketing off advisors' plates during transitionsBest practices for transition communications that maximize asset retention⏱️ Timestamps:(0:00) Welcome & introduction to advisor launch kits(2:25) The Craft Impact origin story - from nomadic freelancers to RIA specialists(4:45) How Boston Cardinal brought us into the advisor transition space(8:30) Why marketing communications matter during advisor moves(12:15) The talent acquisition advantage of strong marketing presence(15:45) Components of an effective advisor launch kit(21:30) Transition communication strategies that work(25:10) How marketing influences asset retention during moves(28:40) Framework for supporting advisor transitionsWhether you're an advisor considering a move or a firm looking to attract transitioning talent, this episode reveals how strategic marketing communications can be the difference between a smooth transition and a bumpy one.We help financial advisors reach their AUM goals through strategic marketing. Subscribe to ⁠⁠⁠⁠⁠Craft on Tap on YouTube ⁠⁠⁠⁠⁠and learn more about our services at ⁠⁠⁠⁠⁠craftimpact.comAs mentioned in the podcast, check out the Vantage Impact Checklists.

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