Discover how financial advisors can stand out and grow their business by educating clients and using innovative marketing strategies.
In this episode of the Registered Investment Advisor Podcast, Seth Greene speaks with Andrew Healy, Partner and Co-Founder at Water & Wall, who shares his insights on how wealth management firms and RIAs can use digital marketing and public relations to stand out in a crowded industry. With over 20 years of experience in financial marketing, Andrew emphasizes the importance of building a strong personal and professional brand, creating educational content, and leveraging emerging channels, such as AI.
Key Takeaways:
→ Why building a personal brand for executives is crucial for attracting top talent.
→ The shift towards education-focused content in marketing financial services.
→ How to connect with next-gen clients and differentiate your firm from competitors.
→ The importance of consistency in educating clients and building trust.
→ How AI is reshaping digital marketing and making firms more efficient.
Andrew Healy splits his time between managing the agency’s operations and growth and working closely with clients to tell their stories. As an entrepreneur, owner, and communications expert, Andrew’s workday focuses on both his clients’ success and his own. With more than 20 years of experience in marketing and communications, on both the agency and brand sides, he offers extensive knowledge from working with financial and professional services firms of all sizes. His dedication to excellence shows in his history of delivering impactful results, and his leadership is marked by a dynamic approach to navigating the constantly changing marketing and agency landscape. Andrew actively participates in the financial marketing community, serves as a 2025 PRSA-NY board member, is part of the PRSA’s Banking & Finance section, and was included in PR Week’s 40 Under 40 list.
Connect With Andrew:
Website
Instagram
LinkedIn
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