It has been said, “It doesn’t matter if you win or lose — it’s how you play the game.” But, what if you are competing against an opponent that far outweighs your capabilities and resources, making your odds of winning more than unlikely? Is it still worth it to even play a game you can’t win?
This is a daily battle many RIAs face as they strive to compete with big brand name wirehouses. Regardless of how qualified an RIA may be, their ability to capture top-tier clients is always an uphill struggle as they try to distinguish their brand and offerings against the multi-million dollar branded power players of Merrill Lynch and Morgan Stanley. Because in the game of marketing, money is king.
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