Kestrel guides for RIA partners https://growkestrel.com/guides Short guides for independent, fee-only RIAs on growth goals, measurement, and channels. en-us How to choose one growth goal for your RIA https://growkestrel.com/guides/choose-one-growth-goal https://growkestrel.com/guides/choose-one-growth-goal Compare growth goals for your RIA: client meetings, advisor recruiting, or a clearer growth record. Learn how one goal changes the work and what to measure. Thu, 08 Oct 2026 12:00:00 GMT hello@growkestrel.com (Sarah Falcon) Content that gets found: SEO and AI search for RIAs https://growkestrel.com/guides/content-that-gets-found https://growkestrel.com/guides/content-that-gets-found Explore what the 2026 Kitces data says about SEO, AI search, and reviews for RIAs, plus steps for niche content, local listings, and measuring inquiries. Thu, 08 Oct 2026 12:00:00 GMT hello@growkestrel.com (Sarah Falcon) RIA newsletters: what to send and what to measure https://growkestrel.com/guides/email-newsletters https://growkestrel.com/guides/email-newsletters Learn what an RIA newsletter should include, who should write it, and how to measure replies and meetings, with Kitces data on newsletters and partner time. Thu, 08 Oct 2026 12:00:00 GMT hello@growkestrel.com (Sarah Falcon) Events and webinars for RIAs: what the data shows https://growkestrel.com/guides/events-and-webinars https://growkestrel.com/guides/events-and-webinars Review the 2026 Kitces findings on seminars, webinars, and client events for advisors. Compare formats, partner time, and the numbers that help you choose. Thu, 08 Oct 2026 12:00:00 GMT hello@growkestrel.com (Sarah Falcon) Growth a buyer can trace https://growkestrel.com/guides/growth-a-buyer-can-trace https://growkestrel.com/guides/growth-a-buyer-can-trace Learn what a buyer looks for in an RIA's growth record, and how documenting new clients by source helps distinguish firm growth from one person's network. Thu, 08 Oct 2026 12:00:00 GMT hello@growkestrel.com (Sarah Falcon) How to tell whether your RIA's marketing is working https://growkestrel.com/guides/is-your-marketing-working https://growkestrel.com/guides/is-your-marketing-working Use four questions to see what your RIA marketing produces: new clients by source, meetings by activity, partner time, and the numbers to read in a report. Thu, 08 Oct 2026 12:00:00 GMT hello@growkestrel.com (Sarah Falcon) How to build a marketing plan for your RIA https://growkestrel.com/guides/marketing-plan https://growkestrel.com/guides/marketing-plan How to write an RIA marketing plan that fits on one page: one growth goal, the few tactics that serve it, who owns it, and the numbers to track. Thu, 08 Oct 2026 12:00:00 GMT hello@growkestrel.com (Sarah Falcon) What partners should and should not spend time on in marketing https://growkestrel.com/guides/partner-time https://growkestrel.com/guides/partner-time See where RIA partner time pays in marketing and where others can take over, with 2026 Kitces findings on tactics, interviews, approvals, and measuring time. Thu, 08 Oct 2026 12:00:00 GMT hello@growkestrel.com (Sarah Falcon) Referrals for financial advisors: what the 2026 data says https://growkestrel.com/guides/referrals https://growkestrel.com/guides/referrals What the 2026 Kitces data says about client referrals, asking, thanking, niche, and centers of influence, and why growth that rests on referrals alone slows. Thu, 08 Oct 2026 12:00:00 GMT hello@growkestrel.com (Sarah Falcon) Social media for RIAs: when it fits https://growkestrel.com/guides/social-media https://growkestrel.com/guides/social-media Explore what the 2026 Kitces data says about social media for RIAs, when it fits an audience, and how partner interviews can turn firm views into useful posts. Thu, 08 Oct 2026 12:00:00 GMT hello@growkestrel.com (Sarah Falcon) Video for RIAs: a short guide https://growkestrel.com/guides/video https://growkestrel.com/guides/video Learn how an RIA can use short video, from choosing questions and a speaker to publishing clips, reviewing compliance, and measuring replies and meetings. Thu, 08 Oct 2026 12:00:00 GMT hello@growkestrel.com (Sarah Falcon)