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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 Marketing Content to Highlight Important Planning Topics

Your clients don't just rely on your firm to provide guidance when they ask for it, they also rely o...
Craig Hall Dec 11, 2020 3:23:00 PM

Why Niche Marketing Should Be Part of Your Firm's Marketing Strategy

Good marketing content is more than just an effective way to win new clients — it's also a great way...
Craig Hall Nov 27, 2020 3:18:00 PM

How to Develop Stronger Client Relationships with Virtual Meetings

When it comes to forging deeper connections with clients and prospects, there's no substitute for a ...
Craig Hall Nov 6, 2020 11:45:00 AM

How Home Offices Can Pose a Cybersecurity Risk

Thanks to the COVID-19 pandemic and social distancing guidelines, many RIAs have pivoted to a remote...
Craig Hall Oct 19, 2020 10:54:00 AM

How Content Can Help Clients Remember The Big Picture

During market downturns or times of economic distress, many RIA clients tend to focus on the day-to-...
Craig Hall Sep 21, 2020 8:58:00 AM

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

Put A Financial Spin On Current Events With Your Content

Your firm likely has a diverse client base — especially when it comes to their political leanings. M...
Craig Hall Aug 28, 2020 8:44:00 AM

How Practical Content Helps Demonstrate Value

You want your clients to think of your firm as an invaluable wealth management resource. It may seem...
Craig Hall Aug 10, 2020 12:45:00 PM

How A Self-Published Book Can Boost Your Firm’s Credibility

Credibility marketing is a valuable strategy, one that most firms use without even realizing it. Ins...
Craig Hall Aug 5, 2020 11:26:00 AM

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