Sponsored By

Powering the business IQ of the RIA industry.

RIA Edge Podcast: Jackson Wood on Creating Personal, Meaningful Marketing OpportunitiesRIA Edge Podcast: Jackson Wood on Creating Personal, Meaningful Marketing Opportunities

Jackson Wood of Freedom Day Solutions discusses how he and his firm have used podcasts, YouTube and Instagram to connect with next-gen investors.

Mark Bruno, Managing Director, Wealth Management

November 30, 2022

 

Sponsored by

schwab-advisor-services-ria-edge-logo.png

The way advisors market their services has changed over the years, from one-to-one word of mouth and cold calling to mass market approaches across Instagram and LinkedIn. Having more options than ever is inherently good for advisors looking to grow their businesses—but understanding how to appropriately use each platform is a key to successful marketing and business development. 

In this episode of RIA Edge, Mark Bruno, managing director at Informa Wealth Management, speaks with Jackson Wood, financial advisor and portfolio manager at Freedom Day Solutions, about how he and his firm have used podcasts, YouTube and Instagram to connect with next-gen investors in need of financial advice—and how it has accelerated the growth of Freedom Day in recent years.  

Specifically, Mark and Jackson discuss:

  • The most frequently asked questions about financial planning and investment management from younger investors;

  • How to effectively and efficiently create content that engages target audiences and clients; and

  • How smaller firms can see major returns on their marketing efforts and initiatives.

Listen to the RIA Edge Podcast

About the Author

Mark Bruno

Managing Director, Wealth Management, Informa Connect

Mark Bruno is Managing Director, Wealth Management at Informa Connect. In his role, Mr. Bruno leads the company’s Wealth Management media and event properties, which currently consists of WealthManagement.com, Inside ETFs and Inside WealthStack. He is also charged with driving several innovative new community and advisor-based initiatives, including the launch of the new RIA Edge podcast, event and webcast series.

In addition, Mr. Bruno is overseeing strategic partnerships and acquisitions to accelerate Informa’s growth within the financial advisor and wealth management communities. Mr. Bruno brings over 20 years of experience in the wealth management and asset management industries to Informa, including prominent leadership roles in industry media, research, and consulting organizations.

Before joining Informa Connect, Mr. Bruno was a Managing Director at ECHELON Partners, where he provided investment banking, consulting and valuation services to wealth managers. Mr. Bruno specialized in helping RIAs with a range of strategic initiatives, and his areas of expertise include organizational design and assessments, compensation consulting and succession and continuity solutions.

Prior to joining ECHELON, Mr. Bruno was the Managing Director and Associate Publisher at InvestmentNews, where he was responsible for overseeing a wide range of businesses, including IN’s research, content strategy, digital, custom publishing and sales groups. Mr. Bruno was with InvestmentNews for 12 years and helped establish the company as the leading B2B media brand in the wealth management industry. He played an integral role in the sale of InvestmentNews from Crain Communication to Bonhill Plc in 2018.

Mr. Bruno is an award-winning journalist, author and researcher who has written and edited for a number of financial publications over the past two decades, including InvestmentNews, Financial Week, Pensions & Investments and U.S. Banker. Mr. Bruno has also been featured in the Wall Street Journal, Forbes and the Chicago Tribune for his expertise in wealth and investment management. Mr. Bruno has received numerous accolades for his writing and reporting, including the American Business Media's prestigious Jesse H. Neal Award, and for his breaking news coverage and analysis of the financial services industry by The Society of American Business Editors and Writers. Mr. Bruno is the author of Save Now or Die Trying: Achieving Long-Term Wealth In Your 20s and 30s, one of the top-selling retirement planning books of 2007.