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Marketing for your firm's next level

Libby Dubick | InvestmentNews, January 2016

Summary: Quad Cities Investment Group was ready to rev up marketing but wasn't sure how best to begin. The RIA firm, based in Davenport, Iowa, was created in 2009 when partners Scott Stoltenberg and Laura Swift left the wirehouse firm where they had worked together for nearly 10 years. The first few years they focused on ensuring everything was in place for their clients, and in 2013 they brought on another partner, Christine McElvania. In their first seven years, with minimal marketing efforts, their assets under management rose from $85 million to $150 million

We knew we needed a plan that would take us to the next level. At our former firm and at conferences we had participated in marketing workshops. They would get us started, but we would never end up with a final plan. We were highly motivated, but needed help.”