Thinking about building your marketing team in-house instead of hiring an agency?
Stephen Beach and Faustin Weber share the honest truth about agency vs. in-house vs. hybrid marketing approaches for financial advisory firms…even when it means selling against themselves.
We cover:
Why you should consider building in-house first (yes, we're serious)
The level of brand intimacy "only" an in-house person can provide
When the hybrid model works (and when it creates chaos)
How to set clear roles and avoid the "who's driving the bus" problem
⏱️ Timestamps:
(0:00) Welcome & our agency bias confession
(1:45) Why you should consider building in-house first
(5:35) The power of brand intimacy with in-house marketing
(13:45) The cons of in-house: management, training, and the unicorn problem
(18:00) Agency pros: strategy, expertise, and data across multiple clients
(22:10) Agency cons: cost and speed limitations
(26:25) The hybrid model: when it works and when it fails
(30:15) Final thoughts and unicorn hat offer
Whether you're weighing your first marketing hire or considering a change in approach, this episode provides an unbiased look at what each model offers for growing RIA firms.
We help financial advisors reach their AUM goals through strategic marketing. Subscribe to Craft on Tap on YouTube and learn more about our services at craftimpact.com