4 min read
Silvia Roa-Madan: May 5, 2026 4:49 PM
Here's what AI actually looks at when a HNW prospect asks for an advisor, what most firms are getting wrong, and what to do about it.
4 min read
Silvia Roa-Madan: April 1, 2026 7:15 AM
What UHNWIs actually want from your communications, how to build trust through interest-based nurturing content, and why none of it works if AI...
5 min read
Silvia Roa-Madan: December 19, 2024 10:54 AM
Financial advisors are often overwhelmed with marketing advice: post more social media, send more emails, start a podcast, and so on. While useful,...
5 min read
Silvia Roa-Madan: January 24, 2024 8:00 AM
We've all heard about it. We know it's coming: the Great Wealth Transfer. Baby Boomers control approximately sixty percent of American wealth, and as...
2 min read
Silvia Roa-Madan: December 18, 2023 5:00 PM
By leveraging the knowledge, network, and connections of an outsourced specialized CMO, advisors can achieve better results while maintaining focus...
2 min read
Silvia Roa-Madan: December 1, 2023 12:30 PM
RIA owners and independent advisors need to be mindful of the valuable time and resources spent on doing their own marketing or using a platform....
2 min read
Silvia Roa-Madan: November 15, 2023 10:00 AM
Would you advise your clients to manage their own portfolios? Of course, some of them could figure out how to do it—but how effective would their...