Roadmap + Growth Plan
TABLE OF CONTENTS
Competitors
Market Opportunity
Vision and Mission
Why Now?
MULTI STREAM
REINVENTED SOUL
BUSINESS MODEL
ANCHOR - BTWM
QUIT CORPORATE
ROADMAP
COST STRUCTURE
CHALLENGES
01
WHY NOW?
RIA CREATIVE
WHY NOW?
The Independent RIA Market Is Growing, But Underserved
GROWTH
UNDERSERVED
Compliance barriers = underserved by creative marketing
RIAs are a fast growing wealth segment
Independent RIAs are expanding faster than traditional wirehouse advisors, yet most firms lack dedicated marketing resources. Compliance constraints make creative, differentiated marketing difficult—leaving a clear gap in the market. With anchor clients already engaged and proven demand for boutique, compliance-smart solutions, this is the right moment to scale RIA Creative and diversify income streams.
GOAL
ANCHOR CLIENT
Leave corporate role → scale RIA Creative + build secondary brand (TRS)
BTWM already engaged + proof of concept
VISION AND MISSION
RIA Creative: Compliance-smart, story-driven marketing for RIAs The Reinvented Soul: Coaching + courses for midlife women creating soul-aligned businesses
Market Opportunity
~15K+
$128T
2X
SEC REGISTERED RIA FIRMS
INDUSTRY AUM AND GROWING
INDEPENDENT ADVISOR GROWTH
The market in vastly underserved in creative marketing
Wealth Management is a Highly Lucrative Industry
Independent advisors growing 2X wirehouse advisors
MOST FIRMS LACK IN-HOUSE MARKETING STAFF
02
CompetitiveLandscape
Competitors
90% of the information we assimilate reaches us via sight and we retain 42% more information when the content moves.
WHY IS RIA CREATIVE DIFFERENT?
Strategy, storytelling, compliance-savvy creative, boutique execution
Founder-led, agile, personalized
$4K - $5K/MORetainer and Project Based
03
ANCHORCLIENT
Product / Service
Contextualize your topic
Use animage
And use this space to caption it. To insert an image, you can upload it from your computer or use the resources in the Editor.
+ Info
ANCHOR CLIENT
DELIVERY
NEED
Marketing Materials, Campaign Strategy
Professional, Compliant Growth Marketing
RIA Creative’s strategy for Beacon Tree is to position the firm as a modern, trusted advisor through a mix of compliant, story-driven marketing. The plan includes refreshed core materials (brochure, pitch decks, and website updates), a consistent digital presence (email campaigns and social media), and ongoing strategic guidance. By pairing compelling narratives with compliance-ready creative, the goal is to enhance credibility, attract higher-value clients, and create a scalable marketing foundation for Beacon Tree’s long-term growth.
PLAN
VALIDATION
Transition to Monthly Retainer
Proves Market Demand and Fit
+ Info
Value / Benefit
Write a subtitle here
Social beings
Narrative beings
Visual beings
They allow you to add additional info
They illustrate what you want to say
They help to break the monotony
04
Market
Write a subtitle here
Market
Write a subtitle here
23K
You can enter numbers like this
Use graphs inyour presentation ...
Use this space to briefly describe your graph and its evolution. Statistics transmit professionalism and a greater sense of truth. Try to also always include the source.
8M
Even if you’ll explain it verbally
68%
That way you’ll hold your audience’s attention
+ Info
Potential market
Contextualize your topic with a subtitle
2.3B€
15M€
24.9M€
Total available market
Serviceable obtainable market
Serviceable available market
SOM
SAM
TAM
Is it a bird? Is it a plane? No. It’s a space for presenting the mission and vision of your project.
Competitors
Write a subtitle here
90% of the information we assimilate reaches us via sight and we retain 42% more information when the content moves.
Competitive advantage
Write a subtitle here
+ PRICE
Brand 1
Brand 2
- QUALITY
+ QUALITY
Brand 4
Brand 3
- PRICE
05
BusinessModel
Contextualize your topicwith a subtitle
Business Model
Write a subtitle here
Here you can put an important title
$100M
$50M
Narrative beings
Visual beings
Did you know that Genially allows you to share your creation directly, with no need to download? All ready for your audience to view it from any device and share it anywhere.
... Even if you’ll explain it verbally
You can enter numbers like this
$200M
$150M
Creative beings
Social beings
And the data will be imprinted in their minds
That way you’ll hold your audience’s attention
+ Info
Revenue model
Write a subtitle here
Basic
Standard
Premium
Visual beings
Narrative beings
Social beings
- We need to interact
- We seek happiness
- Because as well as being social, we are positive
- We understand images
- Illustrations, gifs, videos...
- are resources that support the content
- We tell thousands of stories
- We communicate
- And we express our needs
Distribution channels
Write a subtitle here
Visual beings
Social beings
Explorers
Generate experiences with your content
It’s got the Wow effect. Very Wow
Make sure your audience remembers the message
Narrative beings
Creative beings
Digital beings
Measure results and experiment
Activate and surprise your audience
It’s ordered, hierarchical, and structured
We get overloaded with information. We make it visual: more attractive and accessible.
Where we are
Write a subtitle here
Use graphs in your presentation ...
Use this space to briefly describe your graph and its evolution.
City name
City name
City name
Interactivity
Creativity
Animation
Timeline
Use timelines ...
20XX
20XX
20XX
20XX
20XX
Plan
Design
Impress
Communicate
Structure
You can add interactivity to your timeline
Icons are always a good ally
And for you to wow your audience
And animations to make it fun
Turn numbers into a story with a graph
You can briefly describe what the timeline of your presentation consists of and state the milestones achieved verbally so that no one falls asleep.
06
Current Status
Write a subtitle here
Traction
Write a subtitle here
Growth
Quality & OPS
Finance
4.9/5
Equity
And the data will be imprinted in their minds.
You can enter numbers like this
$500.000
Seed round
10-15%
90% of visual information is assimilated better
/GMV
... Even if you’ll explain it verbally
20%
/Growth
>70 variables
80K/month
$50K
85% of purchases are emotional
That way you’ll hold your audience’s attention
/Sales
Outstanding number
Write a subtitle here
3,840.235€
90% of visual information is assimilated better
Customers
Write a subtitle here
07
Team
Write a subtitle here
Team
Introduce the team and put faces to the names!
Name Surname
Name Surname
Name Surname
Name Surname
Name Surname
Job title
Job title
Profile
Qualifications
Profile
08
Financing
Write a subtitle here
Financing
Write a subtitle here
Round A
Assignment
30%
30%
$3-4M
You can enter numbers like this
>2.6M
40%
... Even if you’ll explain it verbally
Preview
Write a subtitle here
% Growth
EBIDTA M$
Active customers
To highlight super relevant info. 90% of the information we assimilate is received through sight.
Roadmap / Milestones
Write a subtitle here
APR 20XX
FEB 20XX
MAR 20XX
JAN 20XX
JUN 20XX
MAY 20XX
Communicate
Plan
Structure
Impress
Plan
Design
You can add interactivity to your timeline
And animations to make it fun
And for you to wow your audience
The important thing is for everything to be suitable for the topic
Icons are always a good ally
Telling stories with an order and a hierarchy is fundamental
Roadmap / Milestones
Write a subtitle here
OCT 20XX
AUG 20XX
SEP 20XX
JUL 20XX
DEC 20XX
NOV 20XX
Communicate
Plan
Structure
Impress
Plan
Design
Turn numbers into a story with a graph
And add toppings: interactivity and animation
And animations to make it fun
You can add interactivity to your timeline
The important thing is for everything to be suitable for the topic
And for you to wow your audience
Company Name
Don’t forget to publish!
111222333
Name@mail.com
Enter an address. The street, the number, the postal code... You know!
Got an idea?
Let the communication flow!
With Genially templates, you can include visual resources to wow your audience. You can also highlight a particular sentence or piece of information so that it sticks in your audience’s minds, or even embed external content to surprise them: Whatever you like! Do you need more reasons to create dynamic content? No problem! 90% of the information we assimilate is received through sight and, what’s more, we retain 42% more information when the content moves.
- Generate experiences with your content.
- It’s got the Wow effect. Very Wow.
- Make sure your audience remembers the message.
Got an idea?
Let the communication flow!
With Genially templates, you can include visual resources to wow your audience. You can also highlight a particular sentence or piece of information so that it sticks in your audience’s minds, or even embed external content to surprise them: Whatever you like! Do you need more reasons to create dynamic content? No problem! 90% of the information we assimilate is received through sight and, what’s more, we retain 42% more information when the content moves.
- Generate experiences with your content.
- It’s got the Wow effect. Very Wow.
- Make sure your audience remembers the message.
Got an idea?
Let the communication flow!
With Genially templates, you can include visual resources to wow your audience. You can also highlight a particular sentence or piece of information so that it sticks in your audience’s minds, or even embed external content to surprise them: Whatever you like! Do you need more reasons to create dynamic content? No problem! 90% of the information we assimilate is received through sight and, what’s more, we retain 42% more information when the content moves.
- Generate experiences with your content.
- It’s got the Wow effect. Very Wow.
- Make sure your audience remembers the message.
Got an idea?
Let the communication flow!
With Genially templates, you can include visual resources to wow your audience. You can also highlight a particular sentence or piece of information so that it sticks in your audience’s minds, or even embed external content to surprise them: Whatever you like! Do you need more reasons to create dynamic content? No problem! 90% of the information we assimilate is received through sight and, what’s more, we retain 42% more information when the content moves.
- Generate experiences with your content.
- It’s got the Wow effect. Very Wow.
- Make sure your audience remembers the message.
+
Malisa Vincenti
Created on October 1, 2025
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Transcript
Roadmap + Growth Plan
TABLE OF CONTENTS
Competitors
Market Opportunity
Vision and Mission
Why Now?
MULTI STREAM
REINVENTED SOUL
BUSINESS MODEL
ANCHOR - BTWM
QUIT CORPORATE
ROADMAP
COST STRUCTURE
CHALLENGES
01
WHY NOW?
RIA CREATIVE
WHY NOW?
The Independent RIA Market Is Growing, But Underserved
GROWTH
UNDERSERVED
Compliance barriers = underserved by creative marketing
RIAs are a fast growing wealth segment
Independent RIAs are expanding faster than traditional wirehouse advisors, yet most firms lack dedicated marketing resources. Compliance constraints make creative, differentiated marketing difficult—leaving a clear gap in the market. With anchor clients already engaged and proven demand for boutique, compliance-smart solutions, this is the right moment to scale RIA Creative and diversify income streams.
GOAL
ANCHOR CLIENT
Leave corporate role → scale RIA Creative + build secondary brand (TRS)
BTWM already engaged + proof of concept
VISION AND MISSION
RIA Creative: Compliance-smart, story-driven marketing for RIAs The Reinvented Soul: Coaching + courses for midlife women creating soul-aligned businesses
Market Opportunity
~15K+
$128T
2X
SEC REGISTERED RIA FIRMS
INDUSTRY AUM AND GROWING
INDEPENDENT ADVISOR GROWTH
The market in vastly underserved in creative marketing
Wealth Management is a Highly Lucrative Industry
Independent advisors growing 2X wirehouse advisors
MOST FIRMS LACK IN-HOUSE MARKETING STAFF
02
CompetitiveLandscape
Competitors
90% of the information we assimilate reaches us via sight and we retain 42% more information when the content moves.
WHY IS RIA CREATIVE DIFFERENT?
Strategy, storytelling, compliance-savvy creative, boutique execution
Founder-led, agile, personalized
$4K - $5K/MORetainer and Project Based
03
ANCHORCLIENT
Product / Service
Contextualize your topic
Use animage
And use this space to caption it. To insert an image, you can upload it from your computer or use the resources in the Editor.
+ Info
ANCHOR CLIENT
DELIVERY
NEED
Marketing Materials, Campaign Strategy
Professional, Compliant Growth Marketing
RIA Creative’s strategy for Beacon Tree is to position the firm as a modern, trusted advisor through a mix of compliant, story-driven marketing. The plan includes refreshed core materials (brochure, pitch decks, and website updates), a consistent digital presence (email campaigns and social media), and ongoing strategic guidance. By pairing compelling narratives with compliance-ready creative, the goal is to enhance credibility, attract higher-value clients, and create a scalable marketing foundation for Beacon Tree’s long-term growth.
PLAN
VALIDATION
Transition to Monthly Retainer
Proves Market Demand and Fit
+ Info
Value / Benefit
Write a subtitle here
Social beings
Narrative beings
Visual beings
They allow you to add additional info
They illustrate what you want to say
They help to break the monotony
04
Market
Write a subtitle here
Market
Write a subtitle here
23K
You can enter numbers like this
Use graphs inyour presentation ...
Use this space to briefly describe your graph and its evolution. Statistics transmit professionalism and a greater sense of truth. Try to also always include the source.
8M
Even if you’ll explain it verbally
68%
That way you’ll hold your audience’s attention
+ Info
Potential market
Contextualize your topic with a subtitle
2.3B€
15M€
24.9M€
Total available market
Serviceable obtainable market
Serviceable available market
SOM
SAM
TAM
Is it a bird? Is it a plane? No. It’s a space for presenting the mission and vision of your project.
Competitors
Write a subtitle here
90% of the information we assimilate reaches us via sight and we retain 42% more information when the content moves.
Competitive advantage
Write a subtitle here
+ PRICE
Brand 1
Brand 2
- QUALITY
+ QUALITY
Brand 4
Brand 3
- PRICE
05
BusinessModel
Contextualize your topicwith a subtitle
Business Model
Write a subtitle here
Here you can put an important title
$100M
$50M
Narrative beings
Visual beings
Did you know that Genially allows you to share your creation directly, with no need to download? All ready for your audience to view it from any device and share it anywhere.
... Even if you’ll explain it verbally
You can enter numbers like this
$200M
$150M
Creative beings
Social beings
And the data will be imprinted in their minds
That way you’ll hold your audience’s attention
+ Info
Revenue model
Write a subtitle here
Basic
Standard
Premium
Visual beings
Narrative beings
Social beings
Distribution channels
Write a subtitle here
Visual beings
Social beings
Explorers
Generate experiences with your content
It’s got the Wow effect. Very Wow
Make sure your audience remembers the message
Narrative beings
Creative beings
Digital beings
Measure results and experiment
Activate and surprise your audience
It’s ordered, hierarchical, and structured
We get overloaded with information. We make it visual: more attractive and accessible.
Where we are
Write a subtitle here
Use graphs in your presentation ...
Use this space to briefly describe your graph and its evolution.
City name
City name
City name
Interactivity
Creativity
Animation
Timeline
Use timelines ...
20XX
20XX
20XX
20XX
20XX
Plan
Design
Impress
Communicate
Structure
You can add interactivity to your timeline
Icons are always a good ally
And for you to wow your audience
And animations to make it fun
Turn numbers into a story with a graph
You can briefly describe what the timeline of your presentation consists of and state the milestones achieved verbally so that no one falls asleep.
06
Current Status
Write a subtitle here
Traction
Write a subtitle here
Growth
Quality & OPS
Finance
4.9/5
Equity
And the data will be imprinted in their minds.
You can enter numbers like this
$500.000
Seed round
10-15%
90% of visual information is assimilated better
/GMV
... Even if you’ll explain it verbally
20%
/Growth
>70 variables
80K/month
$50K
85% of purchases are emotional
That way you’ll hold your audience’s attention
/Sales
Outstanding number
Write a subtitle here
3,840.235€
90% of visual information is assimilated better
Customers
Write a subtitle here
07
Team
Write a subtitle here
Team
Introduce the team and put faces to the names!
Name Surname
Name Surname
Name Surname
Name Surname
Name Surname
Job title
Job title
Profile
Qualifications
Profile
08
Financing
Write a subtitle here
Financing
Write a subtitle here
Round A
Assignment
30%
30%
$3-4M
You can enter numbers like this
>2.6M
40%
... Even if you’ll explain it verbally
Preview
Write a subtitle here
% Growth
EBIDTA M$
Active customers
To highlight super relevant info. 90% of the information we assimilate is received through sight.
Roadmap / Milestones
Write a subtitle here
APR 20XX
FEB 20XX
MAR 20XX
JAN 20XX
JUN 20XX
MAY 20XX
Communicate
Plan
Structure
Impress
Plan
Design
You can add interactivity to your timeline
And animations to make it fun
And for you to wow your audience
The important thing is for everything to be suitable for the topic
Icons are always a good ally
Telling stories with an order and a hierarchy is fundamental
Roadmap / Milestones
Write a subtitle here
OCT 20XX
AUG 20XX
SEP 20XX
JUL 20XX
DEC 20XX
NOV 20XX
Communicate
Plan
Structure
Impress
Plan
Design
Turn numbers into a story with a graph
And add toppings: interactivity and animation
And animations to make it fun
You can add interactivity to your timeline
The important thing is for everything to be suitable for the topic
And for you to wow your audience
Company Name
Don’t forget to publish!
111222333
Name@mail.com
Enter an address. The street, the number, the postal code... You know!
Got an idea?
Let the communication flow!
With Genially templates, you can include visual resources to wow your audience. You can also highlight a particular sentence or piece of information so that it sticks in your audience’s minds, or even embed external content to surprise them: Whatever you like! Do you need more reasons to create dynamic content? No problem! 90% of the information we assimilate is received through sight and, what’s more, we retain 42% more information when the content moves.
Got an idea?
Let the communication flow!
With Genially templates, you can include visual resources to wow your audience. You can also highlight a particular sentence or piece of information so that it sticks in your audience’s minds, or even embed external content to surprise them: Whatever you like! Do you need more reasons to create dynamic content? No problem! 90% of the information we assimilate is received through sight and, what’s more, we retain 42% more information when the content moves.
Got an idea?
Let the communication flow!
With Genially templates, you can include visual resources to wow your audience. You can also highlight a particular sentence or piece of information so that it sticks in your audience’s minds, or even embed external content to surprise them: Whatever you like! Do you need more reasons to create dynamic content? No problem! 90% of the information we assimilate is received through sight and, what’s more, we retain 42% more information when the content moves.
Got an idea?
Let the communication flow!
With Genially templates, you can include visual resources to wow your audience. You can also highlight a particular sentence or piece of information so that it sticks in your audience’s minds, or even embed external content to surprise them: Whatever you like! Do you need more reasons to create dynamic content? No problem! 90% of the information we assimilate is received through sight and, what’s more, we retain 42% more information when the content moves.