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Great people make it possible
Our team knows the RIA space, but we also like to think outside the box. This means that we have the experience to do things different.
The finance industry’s security and compliance standards often means that adopting and rolling out new technology takes longer for RIAs than for businesses in other industries. This can put RIAs at a disadvantage: some consumers are beginning to expect a seamlessly automated client experience, but the personal element is what allows your firm to win new business.
Fortunately, there’s a middle ground to be found, one that incorporates tech-forward solutions without sacrificing the one-to-one interactions your clients deserve. This Deloitte report outlines the trends shaping the future of wealth management.
Logan Burgess is the lead financial copywriter at Marketing Wiz. In this role, he provides independent financial brands with conversational, educational, and actionable written content to engage advisors, clients, and prospects.
Articles
March 21, 2024
Articles
December 1, 2023
Articles
November 16, 2023
Our team knows the RIA space, but we also like to think outside the box. This means that we have the experience to do things different.