About Me
A few years ago, I did a project with the founder of a small RIA, and I couldn’t believe how boxed in he was by all the regulations. He was trying to grow a business with one arm tied behind his back.
Mark Cowtan
If you’re an owner-CCO, you know the deal.
Between ADV filings, compliance reviews, client work, and all the red tape, it’s impossible
to get anything done—let alone build your book. And when every email, blog post, or
social update has to be vetted (by you, no less), marketing just doesn’t happen.
I created RIA Marketer to change that and help boutique RIAs market themselves the
smart way, without stepping on landmines. Together, we’ll fix your growth strategy.
By dominating local search, semi-automating your social, running high-converting ads and
email campaigns and using the right AI marketing stack to get stuff done fast.
You didn’t leave a wirehouse firm to become invisible. You left to do good work, be
respected, and build something that’s truly yours.