Mar 11, 2022
On today’s episode, Reno Frazzita, the founder of Smart Money Financial Advisors, and his Senior Paraplanner Nicole Andridge join us to discuss growing a financial business and the importance of digital marketing. As a small business, they are truly making a difference in their clients’ lives. Becoming an RIA allowed Reno and Nicole to grow their business with flexible marketing. Now they are helping other advisors with their digital marketing strategy through Advisor Distillery.
We’ll discuss the process Reno and Nicole take when working with clients and what really works well for them. They’ll highlight their three levels of framework planning. As well as their marketing strategy and how Advisor Distillery uses education-based marketing and metrics to help grow an advisors target audience and reach.
Smart Money Financial Advisors: https://smartmoneyfa.com/
Advisor Distillery: https://www.advisordistillery.com/
2:18 – About Reno and his business
5:10 – Nicole’s background with Reno
6:33 – What was the deciding factor?
10:10 – Why did Reno want to be an RIA?
13:29 – Process at their firm and working with clients
19:33 – Three levels of framework planning
22:18 – What does Advisor Distillery do?
26:49 – What metrics do they use?
28:31 – What is the quality like?
32:36 – Built by financial professionals