Auxesys

ATTN Winnipeg: Auxesys is hiring top 1% digital marketers. We're building a team at the intersection of art and science. And we're gearin' up to go to the moon (hell, maybe even mars). So if you're a creative digital weapon... If you're a technical digital wizard... If you're an up and comer with big aspirations... If you want to work around the globe, in the coolest locations, with the sickest clients... If you want to build a life for yourself on your terms... If you want to work with a team who doesn't look down on you for your brilliance and weirdness... If you want a team who lifts you up and constantly helps you grow into who you were meant to be... If you want a workplace that believes in building systems for failover and anxiety reduction. A place where the inevitable realities of life aren't constantly creating five-alarm fires... If you want an employer that is principled and committed to continually solving the "Innovator's Dilemma", constantly building "stale air recycling" mechanisms into everything we do, and is always cross-pollinating between ideas and disciplines... If you want to join a team with unlimited upside, for compensation AND career trajectory... If you want to work at an agency that has the ability to be selective about clients, and only works with those who fit our values, are committed to our process, are trusting in our approach, and who NEVER grind us into dust... If you want to work for a business that views organizational hierarchy as inverse, with associate-level staff at the top of the org chart, serving THE most important and valuable functions... Hit me up in the DMS. And PS - if you know someone like this, refer them our way. You'll be handsomely rewarded if your candidate is successful.

Well, we all know the memories from The IT Nation 2024 are already starting to fade, but here's our send-off from PowerPSA Consulting! What a blast I had talking to all of you, and of course, the hallway conversations and strategy sessions were the highlight of my time down in Orlando. So to everyone I talked to, and to the folks at ConnectWise, thanks for making it such a memorable time, and cheers to next year! Randy Haba Rick Pitcairn Johnathan Schofield Dustin Bolander Mike Pearlstein Don Russell Nick Nolen Mike E. Noam Morginstin Wes Spencer Alex Farling Kyle Christensen Angel Rojas David Primor Yoel Platt Tim Coach Robert Cioffi Matt Lee, CISSP, CCSP, CFR, PNPT Kat Lee  Nett S. Lynch, MBA William Pote Brian Gillette Robert Gillette Jonathan Crowe Katie Vreeland Chris Ryne Dean Trempelas Jeffrey Newton James Farrow Tim Golden Joe Alapat Carlos Rodriguez Ken Marks Nick Ross Bob Miller Kris Shoemaker James Mignacca --------------------------------------- #ITN #ITNation #ITNationConnect #ITN2024 #ITNationConnect24 #ITNationConnect2024 #ITNation2024

RIAs are already expert at digital marketing... ...Shhhh, it's really just portfolio management. However, there's a few key stumbling blocks that most of the RIA world needs a hand with. And it's these stumbling blocks that have largely contributed to organic growth rates trending in the wrong direction. The issue? The digital marketing portfolio of most RIAs is poorly balanced. The result? The RIA industry as a whole is: A. Generating awareness and building demand for their indirect and substitute competitors; and,
 B. Failing to adequately capture demand (book qualified meetings, build pipeline, improve close rates and pipeline velocity). I know B. above problem feels familiar, but A. is a symptom that lurks below the surface, that most don't even realize is there. Swipe the carousel and I'll break it all down for you. And DM me if you'd like an audit of your RIA's portfolio allocations. ✌️

Big conferences kinda suck. (If your goal is to deepen relationships) You might cross paths with some key folks once or twice. You might even get a long convo over dinner and drinks one night. But usually, that's about as deep as it gets. It's fun AF. But it kinda feels like skating around on the surface. RIA Edge West was NOT like that at all. If you were there to connect and deepen, you got to do that BIG time. It was EASY for the folks who gravitated towards each other to spend TONS of time together. And if you know me, you know I like a good hi five, a solid fist bump, a firm-ass hand shake, and a big warm hug. And this event had this in buckets. It was oozing with dap. I felt like I got to know so many different people, so much better. And I could see and feel that that sentiment was shared by all in attendance. Settle into your seat, turn it up, and check out the RIA Edge West day 2 video recap from Auxesys. Thank you RIA Edge (Part of Wealth Management EDGE), WealthManagement.com, Wealth Management EDGE, Informa, Informa Connect, and The Ritz-Carlton Hotel Company, L.L.C. Stay tuned for more photo and video soon!

Rich media investments should come AFTER you've got proven performanc from your digital marketing portfolio. High-calibre corporate video and photo can be FANTASTIC. It can seriously BOOST performance across channels. But it will struggle to SPARK performance. If invest in rich media too soon... If you don't have a portfolio that's already performing... Your big rich media investment will be all for naught. To drive a respectable return, you MUST integrate it with an already high-performing digital marketing portfolio. →Bump conversion rates by publishing your beautiful explainer videos on high-converting landing pages that are already being fed with qualified traffic →Drive likeability and trust by editing your beautiful, search optimized, fast loading website with climbing visitor metrics to include pictures of your team. →Improve ad performance and the "pre-suasion" factor by picking your highest-performing ad creative and integrating your new media portfolio →And drive awareness, findability, trust, and the Zero moment of truth, by uploading your gorgeous new assets to your previously optimized digital listings. But if your firm hasn't nailed the fundamentals? If you don't have a portfolio that's already delivering proven ROI? And if you have no plan for how to use this new media besides "put it on the website"? Then you've got a classic "cart before the horse" situation. Your firm will be destined for poor performance, or even negative ROI. If your firm is considering a big rich media investment and need a second opinion on the performance strategy, I'm always happy to lend an ear in the DMs. And stay tuned for the fourth and final pitfall to come...

Day one smiles from the Tech For Growth Summit. Thank you WealthStack (Part of Wealth Management EDGE), RIA Edge (Part of Wealth Management EDGE), WealthManagement.com, and Informa Connect teams for an AMAZING DAY. And thanks to all the attendees for all the smiles, high fives, great convos, and good vibes. I tried to tag this one up quick, but if I missed anyone tag 'em in the comments. Day 2 if off to a rip-roarin' start - stay tuned for more updates!

Imagine spending $30,000 on business cards... ...and not handing them out. This is what most small firms do with their website upgrades. SURE, spend that $30k with a leading design and development agency to build the best-looking site in town. But you must also make investments to: →drive traffic to the site →improve site conversion rate →track form and call conversions →remarket more affordably to your visitors →generate SEO articles to build domain authority →ensure the site loads quickly on desktop and mobile →put features in place that the search algorithms reward →integrate converted contacts with your CRM and sales process.... Skipping these investments is a surefire path to becoming jaded on digital marketing. Them: "We tried digital marketing, it didn't produce leads or deals." Us: "What did you try?" Them: "We spent a TON of money on an awesome new website" Us: "Lemme guess, no leads, no traffic, Russian bots in the form submissions?" Them: "Yes!" Us: Analyzes site, zero tools or activities to drive performance. :( If you're uncertain as to whether you're stuck in this pitfall, DM us and I'll be happy to run a free diagnosis. And stay tuned for pitfalls 3 and 4. #DigitalMarketing #WealthManagement

RIA Edge West day 1 was smokin'. WealthStack (Part of Wealth Management EDGE) hosted a darn cool inaugural Tech for Growth Summit. It was intimate. It was C-level. It was dope. As a SERIOUS tech nerd really wanting to brush up on all the tech solutions, tactics, and strategies in the industry, it was the perfect place to be. So sit back, relax, and soak in the day 1 recap. Then head over to RIA Edge (Part of Wealth Management EDGE) and WealthManagement.com to check out their coverage (and an official daily recap courtesy of yours truly and the indomitable Wasif Haseeb). If you spot a friend, tag 'em in the comments! And if you're around today, come find me and let's chop it up!

RIA convinced that inorganic growth is the only way to scale? You've likely caught yourself in some, or all of these pitfalls. The first pitfall is neglecting the fundamentals of a strong online presence, especially sad because of how easy this is to remedy. Ignoring the fundamentals causes poor performance, or even severe business harm. The fundamentals include (but are not limited to): →Valuable online offers →Efforts to boost domain authority →Solid digital reputation management →Accurate business information across platforms →Strong email sender reputation + proper DNS records →Effective use of analytics, tagging, tracking, and remarketing →Ad best practices, like directing ads to high-converting pages BONUS for RIAs/IARs trying to drive Linkedin performance: →Smart social content (i.e. not pissing off the algorithm) ↳Imagine if we posted up in your lobby with a billboard for your direct competitor? ↳Constantly posting AdvisorStream articles or YouTube links will get you the algorithmic boot out the door. Overlooking these fundamentals is like building an office on quicksand. Sadly, skipping these is the default for most small firms, but it doesn't have to be this way for your firm. If you're unsure if you've made these errors, DM us and we'll be happy to provide a free diagnosis. And stay tuned for pitfalls 2 through 4. hashtag#DigitalMarketing hashtag#WealthManagement hashtag#RIA

RIA Edge West day 2 and 3 agendas are STACKED. (Only a few hours left to lock it in if you're on the fence!) We're partnered up with WealthManagement.com to bring you the video and photo goods from the event. There's WAY too much to pick from, but here's a few selects we're lookin' forward to: →Two visionary fireside chats with David Armstrong, Michael Tiedemann, and Jared Fingeret. →A wicked CMO think tank with Kelly Waltrich. →Hidden growth strategies with John Wernz, Brad Boekestein, David DeVoe, and Michael LaMena. →The Female Advisor Breakfast hosted by Carol Benz, Cary Carbonaro, CFP® Professional, MBA, Kate Healy, and Leslie Y. Tabor. →Addressing the needs of UHNW clients with Paul Stamoulis, Arthur Ambarik, and CFP®, Jessica Caruso, CFP®. →Stephanie Bogan on secrets to scaling growth. →Post-M&A management with Craig J. Reid CFP®, CLU®, CPFA, David Wahlen, Henry Hagenbuch, and Molly Bennard, CPA, CFA. And a TON more. Also can't wait to connect with friends Shannon Rosic, Dan Rubinetti, Steve Tichenor, Michele Davidson, Beth Rubinoff, Abby S., and many others. TOO many to list - it's gonna be a time. Link in the comments if you're on the fence and have yet to lock it in. See ya soon Cali ✌️