The New Skool

Stop Overthinking It: How Alignment, Authenticity, and Strategy Fuel RIA Marketing Growth

Episode Summary

Marketing your RIA doesn’t have to be flashy or complicated, it just needs to reflect who you are and the transformation you deliver.

Episode Notes

In The New Skool season finale, we break down the core lessons from Season 3 into a practical marketing blueprint rooted in authenticity, clarity, and connection. You’ll learn how to align your internal brand with external messaging, modernize your COI strategy, and turn overlooked tools like client communications and events into growth engines. Whether you're stuck on a plateau or building momentum, this episode is your cheat sheet for marketing that actually works.

Key takeaways:

• Your website and messaging should reflect what it’s actually like to work with you.
• COIs aren't just attorneys—expand to all professionals your ideal client interacts with.
• Client communications and events can create trust, deepen relationships, and generate referrals.

Connect with us: 

• Beverly Flaxington on LinkedIn
• Matt Middleton on LinkedIn
• Rishi Bharathan on LinkedIn
• Candice Carlton on LinkedIn

Want to learn more…

• Visit ficommpartners.com