Los Angeles, California – July 5, 2023 – Wealth Solutions Report spotlights industry-leading marketing heads to showcase excellence in wealth management marketing, recognizing Docupace Ryan George.
George has helped catapult Docupace to 59% growth since he joined in August 2020, in part due to his promotion of human-centred design and recognizing the value of back-office employees in campaigns such as National Back Office Heroes Day. His marketing campaigns and initiatives have led to the success of product launches, new leads and increased revenue, such as the launch of the RIA Productivity Suite campaign in December 2022, which generated 21 leads, driving US$1.5 million in new annual revenue.
The firm’s website visitors have increased 62% year-on-year, with a 55% increase in page views. At the same time, media engagements rose by 82%, referral traffic by 51% and newsletter subscribers by 37%. George also promotes adviser education through media and industry events, providing advisers with explanations and guidance on scaling business by leveraging technology.
Prior to Docupace, George held various roles at Guidestone Financial Resources, 1st Global and U.S. Global Investors. He is a member of the Forbes Communication Council, the Financial Services Institute’s Marketing, Growth and Development Council and the Association for Accounting Marketing.
Describing the difference between marketing in WealthTech and other areas of wealth management, George says, “The biggest difference is the distance you have between the advisers and their clients. In the wealth management space, I would often come alongside an adviser on a client/prospect-focused project. At Docupace, we are focused on the back office and operations, so I have to work harder to keep the advisor-client relationship paramount in how we message the marketplace. Doing so means I have to read, write and network more to keep the connection intact.”
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