Company intelligence
Azella Advisor
Complete brand, website and marketing solutions for RIAs and breakaway advisors.
Advertising Services
Kansas City, US
9 employees
5 public signals
About Azella Advisor
AZELLA Advisor offers the support you need as a firm or an independent advisor, with customized solutions geared towards growing and optimizing your business.
Verified activity
Signals from Azella Advisor
5 published signals
Products & Services
Azella Advisor built podcast production into its Fractional Marketing Manager model to fuel multiple podcast episodes and other marketing content.
Reported by David Roberson
Legal & Regulatory
Azella Advisor reported that a $19.5 million SEC penalty should change how advisory firms think about marketing, as Vanguard described certain advisors as salaried employees without financial incentives to recommend specific products.
Reported by David Roberson
Customers & Market
Azella Advisor reported that advisors supported by the company retained 30% more clients than the average advisor transitioning without comprehensive branding and marketing support.
Reported by David Roberson
Products & Services
Azella Advisor built SEO + AI Engine Optimization directly into its Fractional Marketing Manager model as an ongoing Core Service.
Reported by Azella Advisor
Products & Services
Azella Advisor built SEO and AI Engine Optimization into its Fractional Marketing Manager system as a Core Service.
Reported by David Roberson