About

Make It A Great Day, Inc.®

Marketing for RIAs

We help Independent RIAs achieve their marketing goals.

Matt Peterson

Founder & President
Make It A Great Day, Inc.® | est. 2004

AdvisorFlex Websites

Simply Better RIA Websites

Financial Advisor Videos

Remote Directed Video Production

AdvisorCopy

Custom Copywriting Services

A Boutique Experience

since 2004

Unlike our competition, we ONLY work with independent registered investment advisory firms. While they attempt to onboard hundreds of BD and insurance reps, we only bring on a handful of new clients each month. The right ones. What does this mean to you?

Single Point of Contact

You'll work directly with owner, Matt Peterson, as your personal project manager.
Industry Experience

Matt has been helping independent financial advisors since 2004.
Industry Understanding

We know the meaning of 'fiduciary' and how important it is to your clients.
Better Support

Less clients within a niche market, means better support to you.
Recommendations

We're not afraid to state our opinion and give out needed vendor recommendations.
Better Technology

We've seen the trends. We use the latest best-in-class responsive technology.

Contact us

Phone

(360) 335-3393
Email

This email address is being protected from spambots. You need JavaScript enabled to view it.