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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.
When it comes to forging deeper connections with clients and prospects, there's no substitute for a face-to-face discussion. However, while virtual client meetings may seem to lack the personal touch of an in-person conversation, it is possible to have meaningful client meetings — and build stronger relationships as a result. This article from Kitces explains how RIAs can use virtual meetings to strengthen client relationships.
Craig Hall is founder and president of Marketing Wiz, a financial marketing firm specializing in the independent wealth management space.
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March 21, 2024
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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.