What You'll Learn In Today's Episode:

• Marketing through adult education classes and seminars can be an effective way to attract new clients.
• Implementing surge meetings and simplifying the investment management process can streamline operations and improve client experience.
• Retirement guardrails can help clients understand their spending limits and make informed financial decisions.
• Going independent as an RIA may require navigating compliance requirements, but it offers more control and potential for growth.

From cubicle to cornerstone: Ryan Morrissey shares how he transformed his practice into a success story on this episode of The Perfect RIA. Joining Matthew Jarvis, Ryan opens up about weathering the 2008 financial storm and making the calculated leap to launch his own RIA.

Who says you need a traditional marketing playbook? Ryan reveals how teaching classes and seminars became his secret weapon for client acquisition. He breaks down the productivity-boosting power of Surge meetings, shares his approach to streamlining investment management, and explains how retirement guardrails help clients navigate their spending without losing sleep. Ryan also walks through the realities of going independent and demonstrates how modern marketing tools like podcasting and YouTube can elevate your practice from standard to standout.

Resources In Today's Episode: