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Financial Marketing Insights

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

Craig Hall

Craig Hall

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

Recent Posts:

Use Your Content To Remind Clients To Get In Touch

When it comes to getting in touch, each client has their own unique preferences. Some clients prefer...
Craig Hall Sep 7, 2020 4:00:00 PM

Why Your Retirement Advice Should Cover More Than Just Money

Many firms view retirement guidance solely as a financial concern. While proper retirement planning ...
Craig Hall Sep 2, 2020 11:15:00 AM

Using Your Content To Calm Your Clients' Fears

When there's a big and potentially life-altering event like the ongoing COVID-19 pandemic, your clie...
Craig Hall Mar 31, 2020 12:52:00 PM

The True Cost of Acquiring a New Client

New clients are the lifeblood of any business, and RIAs are no exception. Expanding your client base...
Craig Hall Feb 24, 2020 11:12:00 AM

Affluent Investors and Google Search

Traditionally, financial advisors have relied on word-of-mouth and referrals to build their book of ...
Craig Hall Jan 21, 2020 4:13:00 PM

Equity Compensation and Young Investors: Tips For Outreach

For the RIAs we support, it can be a challenge to create content that resonates with young investors...
Craig Hall Jan 15, 2020 4:02:00 PM

Messaging Ideas Around The SECURE Act

The SECURE act was a big focus for RIAs in Q1, and we worked with a number of firms to share blog ar...
Craig Hall Jan 13, 2020 3:47:00 PM

Social Media Marketing with Amber Sullivan

The explosion of social media has left a lot of individuals and firms scratching their heads trying ...
Craig Hall Feb 21, 2019 1:53:34 PM

Learn how your RIA shows up in Google Search Results

 This video shows you how to capture and review the data that shows you how your firm appears in Goo...
Craig Hall Nov 5, 2018 1:04:27 PM

KPIs and Pipeline Growth

On this week’s Marketing Wiz podcast, we discuss how lead value, KPIs, marketing activities, and met...
Craig Hall May 11, 2018 10:00:00 AM

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