Launching your firm can be a stressful and painstaking process, but clearly defining your business objectives and identifying your target market will help you overcome obstacles and stand out from your competition. In this episode, Ryan Hughes of Bull Oak Capital discusses what it takes to build a successful company from the ground up. Ryan explains the importance of defining your brand and identifying with your audience. He also discusses how he uses robust financial planning to attract and retain clients.
03:00 – The history of Bull Oak Financial.
10:30 – Leveraging tech for business success.
16:28 – Growing pains from launching your own RIA.
20:18 – The art of prospecting, on-boarding and marketing to attract the right clients.