RIA Stories

Share Your Success

Resources to Spread Your Stories

Specialized knowledge is the key to RIA growth in a competitive field, and The American College of Financial Services is proud to be your partner in lifelong learning and practice success.

We applaud the work you’re doing to serve your clients better, and we want to thank you for sharing your story! Now, here’s how you too can spread your RIA Story.

Our RIA Stories Library

We’ve spoken with independent advisors from coast to coast who have found success in their quest for specialized knowledge and continued practice development. See our full library of RIA Stories and share them with your business contacts and professional networks!

Access Your RIA Story

Share your story with your clients, prospects, and professional networks. Download your video and share your RIA Story today!

Full-Length Stories

⤓ DOWNLOAD FROM THE LINK BELOW

Sequoia Financial Group's Growth Powered by Education

https://vimeo.com/user62971319/download/736188142/ef37768f3f

DOWNLOAD FROM THE LINK BELOW

Kennah Parham, CFP®, ChFC®, and Terry Parham, CFP®, ChFC®, WMCP®, CLU®

https://vimeo.com/user62971319/download/742330516/e1f8882840

DOWNLOAD FROM THE LINK BELOW

Scott Winslow, MSFS, ChFC®, CLU®, RICP®, AEP®, CCFC®

https://vimeo.com/user62971319/download/738039596/94fb44f96f

⤓ DOWNLOAD FROM THE LINK BELOW

Stephen Pomanti, MS, MSFS, CFP®, ChFC®, CLU®

https://vimeo.com/user62971319/download/741893458/dfa88377ed

Short-Form Stories

⤓ DOWNLOAD FROM THE LINK BELOW

Sequoia Financial Group's Growth Powered by Education (PREVIEW)

https://vimeo.com/user62971319/download/739759933/062b8d650b

⤓ DOWNLOAD FROM THE LINK BELOW

Kennah Parham, CFP®, ChFC®, and Terry Parham, CFP®, ChFC®, WMCP®, CLU® (PREVIEW)

https://vimeo.com/user62971319/download/744660299/4d65461836

Let’s Get Social!

Share your firm’s accomplishments on social media. See below for suggested copy to help you get the word out about the great things you’re doing.

FACEBOOK / LINKEDIN / INSTAGRAM

OPTION #1

At [name of RIA] we recognize the value of specialized knowledge to help us serve our clients better. See how the educational programs of [COLLEGE HANDLE] have powered our success!

#RIAsuccess #RIAstories

OPTION #2

When you have the power of specialized knowledge on your side, there’s no challenge you can’t help your clients overcome. Learn how our commitment to education from [COLLEGE HANDLE] sets us apart.

#RIAsuccess #RIAstories

TWITTER

OPTION #1

Watch our RIA Story now to see how specialized knowledge from @TheAmerCol has powered our growth and allowed us to serve our clients better! #RIAsuccess #RIAstories

OPTION #2

Watch our RIA Story now to learn about our practice and how specialized knowledge from @TheAmerCol’s programs sets us apart. #RIAsuccess #RIAstories

OPTION #3

Don’t forget to tag The College in your social media messages so we can ensure you get the widest audience possible! Use the hashtags #RIAsuccess and #RIAstories in your posts.

Spread the Word in Your Professional Communications

Spread the word about your RIA’s success using the templates below for email and newsletter notifications.

EMAIL TEMPLATE

{Subject Text} How Specialized Education Drives Our Success

[Preview Text] See the secret that has helped our firm grow and succeed while serving you better

[Body Text] At [FIRM NAME], we value our clients’ business and seek to deliver the best outcomes possible through superior service and expert financial advice–and this success is driven by our team’s commitment to growing in specialized knowledge enabling us to meet a myriad of planning needs.

Our learning never ends, and the education programs of The American College of Financial Services have helped ensure we have the expertise to meet our clients' diverse needs.

[Call-To-Action] See Our Story (link to your RIA Story)

NEWSLETTER

[Headline Text] The Secret to Our Success

[Body Text] Growing and thriving as an RIA can be challenging in a competitive marketplace, but our firm has succeeded thanks to the power of specialized knowledge in driving business outcomes.

Listen to our story and learn more about our lifelong learning partner, The American College of Financial Services.

[Call-To-Action] See Our Story (link to your RIA Story)

Thank you for sharing your stories, and for your commitment to growing your business with specialized knowledge!

© The American College of Financial Services TheAmericanCollege.edu 888-640-3748