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Financial Marketing Insights

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

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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 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. 

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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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