Westcott Associates and The RIA Works announce a Strategic Partnership

Financial Advisor Transition, Marketing and Consulting Services NEW YORK, NY, October 1, 2019 – Westcott Associates & The RIA Works announced today that they will combine their experienced teams in a strategic partnership to provide transition, marketing and consulting services to financial advisor teams and individuals. Working with a select group of advisors, The RIA […]

The Age of Enlightenment – Advisor Independence began in the Wirehouses

Some thirty years ago, the President of Smith Barney, Joe Plumeri, II, was speaking to about 500 of the firm’s top Financial Consultants (advisors) at an offsite meeting when he said the following things to them: It’s your business, no one else’s. What makes your business grow is your passion and commitment to what you […]

Bridging Your Marketing from the Past into the Future

I was asked recently how marketing has changed over the past 25 years. After laughing about how many ways I could answer that question, I said, “While the tools marketers use have changed, the challenges of marketing and communications have not.” The key marketing challenges of any business have always been: To identify target markets, […]

Westcott Associates Launches New Branding

After seven years and more than thirty-five clients, Westcott Associates is re-launching our business with a new brand and website. Our emphasis, as ever, is on helping financial firms customize and target their messaging and branding to broaden their reach to new clients. When you choose a marketing firm to help you launch your company, […]