Summary: For many RIAs, life is good right now. The market is at a record high and investors have more disposable income, a stronger sense of security and are coming off the sidelines and jumping back into the markets. (Whether that is a smart decision is another story.) For many firms, the challenge has shifted from how to market and increase revenue to how to recruit and attract talent to service all of this new business.
 Getting your marketing flywheel spinning takes a lot of momentum, and you don’t want it to come to a halt just to have it start again when new clients aren’t so abundant.
Kristen Luke, president and chief executive, Wealth Management Marketing Inc.
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