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Access multi-channel experts without full-time hiring costs

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Drive more leads with less effort from advisors

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Generate board-credible AUM growth at scale and pace

#1 RIA Marketing Agency

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We Know the Growth Blockers RIAs Face

And how to turn them into board-credible revenue

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Disconnected Tech Stacks

Your digital marketing and tech stack were assembled ad hoc, leading to operational silos and poor data hygiene.

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Compliance Bottlenecks

Reviews delay campaign launch, dilute your messaging, and lead to marketing paralysis that slows growth.

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Limited Marketing Resources

You miss out on key digital channels due to a lack of internal expertise—and limited budgets to hire more full-time marketers.

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Unrealible Growth

Organic has stalled, and inorganic is hard to forecast. You rely on a few rainmakers and referrals that don’t scale.

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Inability to Prove ROI

You need board-credible growth, but lack systems to measure marketing’s influence on revenue—or prove you’re delivering ROI.

RIA Marketing Services Designed for Growth and Scale

CLICK ON THE STAGES OF OUR GROWTH FLYWHEEL

ROI

Foundational Strategy

Services

  • Strategic Roadmap to Results
  • Audience Messaging Offer Framework
  • Buyer Personas

Outcomes 

  • Understand your ideal customer profile (ICP)
  • Build truly differentiated messaging
  • Create a comprehensive marketing strategy that drives revenue
  • Strategic Roadmap to Results
  • Audience Messaging Offer Framework
  • Buyer Personas
  • Understand your ideal customer profile (ICP)
  • Build truly differentiated messaging
  • Create a comprehensive marketing strategy that drives revenue

Technology Stack

Services

Management & Integration of:

  • HubSpot Suite of Products
  • Google Suite of Products
  • Business Intelligence and Analytics
  • Data & Lead Sourcing Platforms

Outcomes 

  • Eliminate data silos and marketing fragmentation
  • Streamline your tech stack and workflows
  • Establish multi-touch attribution systems

Management & Integration of:

  • HubSpot Suite of Products
  • Google Suite of Products
  • Business Intelligence and Analytics
  • Data & Lead Sourcing Platforms
  • Eliminate data silos and marketing fragmentation
  • Streamline your tech stack and workflows
  • Establish multi-touch attribution systems

Content

Services

  • Branding
  • Website Design & Management
  • Conversion Rate Optimization (CRO)
  • Copywriting
  • Design
  • Video

Outcomes 

  • Make your brand truly distinctive
  • Build authority, trust, and thought leadership
  • Generate, nurture, and convert more leads
  • Branding
  • Website Design & Management
  • Conversion Rate Optimization (CRO)
  • Copywriting
  • Design
  • Video
  • Make your brand truly distinctive
  • Build authority, trust, and thought leadership
  • Generate, nurture, and convert more leads

Distribution

Services

Organic Inbound

  • Email Marketing
  • SEO
  • Webinars
  • Reputation Management

Paid Inbound

  • Paid Search
  • Paid Social
  • Content Syndication
  • Display Advertising

Outbound

  • Cold Email
  • Direct Mail

Outcomes 

  • Expand reach and grow your audience
  • Drive more website traffic and leads
  • Reduce cost per acquisition (CPA) 

  • Organic Inbound

    • Email Marketing
    • SEO
    • Webinars
    • Reputation Management

    Paid Inbound

    • Paid Search
    • Paid Social
    • Content Syndication
    • Display Advertising

    Outbound

    • Cold Email
    • Direct Mail
  • Expand reach and grow your audience
  • Drive more website traffic and leads
  • Reduce cost per acquisition (CPA) 

Revenue Operations

Services

  • CRM Management & Data Integrity
  • Marketing & Sales Alignment
  • Full-funnel Automation
  • Reporting & Attribution Modeling

Outcomes 

  • Increase marketing and sales efficiency
  • Deliver more consistent brand experience
  • Prove marketing ROI and influence on revenue
  • CRM Management & Data Integrity
  • Marketing & Sales Alignment
  • Full-funnel Automation
  • Reporting & Attribution Modeling
  • Increase marketing and sales efficiency
  • Deliver more consistent brand experience
  • Prove marketing ROI and influence on revenue
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FULL-FUNNEL MARKETING FOR RIAS

Everything You Need to Drive Proactive AUM Growth

  • Digital Strategy: Build a data-backed roadmap with audience research, persona development, and a full marketing audit.

  • Thought Leadership: Produce compliance-ready content—from blogs and whitepapers to email campaigns and webinars.

  • SEO: Earn “go-to” status with technical, content, and local SEO that boosts both firm and advisor visibility.

  • Paid Media: Reach your ideal clients at the perfect moment—with LinkedIn, Google, and Meta Ads optimized for ROAS.

  • RevOps: Streamline tech, centralize data, and connect marketing and sales through unified reporting and automation.

Why Choose Us

Build a Scalable AUM Growth Engine

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Improved Positioning

We offer both RIA expertise and an outsider’s perspective on industry tropes to develop stronger offer architecture.

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Expanded Resources

Our team helps you scale marketing across the entire funnel, offering true expertise in every channel–not just a handful of specific services.

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Transparent Reporting

We connect CRM to billing, define sourced vs. influenced pipeline, and get finance-approved dashboards that make attribution clear and defensible.

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Optimized AUM Growth

We are the only RevOps solution built specifically for RIAs—compliance-native, advisor-adopted, finance-approved.

DRIVE INORGANIC RIA GROWTH

Become the Firm Advisors Want to Join

Roughly three-quarters of RIA growth comes from inorganic—but how do you stand out from big players with near-infinite marketing budgets?

We help you recruit more advisors through strategic marketing and RevOps. From planning to execution, our team leverages proven frameworks to ensure you:

  • Differentiate Your Brand: Showcase why your firm will best serve advisors’ needs
  • Attract More Leads: Develop a strong pipeline of advisors looking to join an RIA
  • Drive Faster Growth: Accelerate the recruitment process through sales enablement
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Proven Results for Firms Like Yours

Discover how we helped one award-winning RIA platform drive $2+ billion AUM in inorganic pipeline—all in a single year.

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1700%

Increase in lead gen across inbound channels

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284%

Decrease in cost per lead from LinkedIn Ads
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500% ROI

On LinkedIn + email outreach campaigns 

Get Targeted Advice to Find Your Best Path to AUM Growth
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"The best parts of working with ProperExpression are too many to even list: they have been our thought partners, our collaborators, our systems set up team. I would say that the beauty of the relationship is the tightness and the connectivity with the team. It's a true partnership and a true collaboration, and because of that, we've been able to accomplish quite a lot."
Abby Salameh
Chief Growth Officer, RFG

Enter Hypergrowth

Get in touch today and learn how we can help you achieve your goals!

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