Founder & CEO of Spaces. Spaces is behind Valora. We are on a mission of making financial advice available, accessible and affordable.
Marketing
An RIA needs a service page when it offers a specific service that a prospective client may need to evaluate before making contact. It needs a blog article when the reader is trying to understand a question, compare approaches, or learn the limits of an answer. A service page...
Marketing
When an AI answer gets your firm's name, address, or services wrong, the first job is to find the source of the mistake. A model's answer is evidence of what a user saw in one test. It is not a map of where the model learned the fact. Save the answer, check the public records...
Client Acquisition
A qualified inbound inquiry is not simply someone who filled in your contact form. It is a person whose needs fit your firm's work, who can receive your services, and who has agreed to discuss a next step. An inquiry becomes a client only after much more work. If you count every...
Marketing
A client pulled out his phone mid-meeting and asked ChatGPT to verify his advisor's recommendation. That is how meetings work now. The advisors who win are the ones whose advice survives instant verification.
Client Acquisition
A new solo RIA can test two low-cash-cost ways to reach a defined client group, track qualified conversations, and check compliance without buying leads. No channel guarantees the first 10 clients.
Marketing
One in four affluent Americans now starts their advisor search on ChatGPT or Gemini, and 96% of referred prospects research the advisor online before calling. The referral game has a new referee. Here's the 12-month playbook.
Marketing
Skip the cold pitch. How to turn your existing LinkedIn network into a steady source of real leads.
Marketing
Warm beats cold every time. How to make your first LinkedIn message land like a familiar name.
Client Acquisition
Timing beats volume. How to find high-intent leads at the moment they are ready, before your competitors see them.
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