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Financial Marketing Insights

Resources for financial marketers, independent wealth managers, and CMOs.

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An RIA Guide To Smart Communications

By leveraging Smart Communications, RIAs can not only enter the digital age but prosper in it. Smart communications is an intelligent balance of strategy, tactics, resources, and expertise that when effectively utilized - advance business objectives and provide clear ROI.

This white paper was developed for RIA founders, CMOs, and marketers and will help you:

    • build AUM-driven campaigns
    • segment investors effectively
    • consider the role of original content in your strategy 
Download The White Paper

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Craig Hall
Craig Hall
Craig Hall is founder and president of Marketing Wiz, a financial marketing firm specializing in the independent wealth management space.

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