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Financial Marketing Insights

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

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Financial Content Delivery Strategies

Join Craig Hall and Logan Burgess as they discuss content delivery strategies being used by top RIAs to engage the next generation of investment clients. Dive deep into the opportunities which exist, “the number before the number”, and where technologies sit on the technology adoption life cycle.

 


 Photo by Alexandre Godreau on Unsplash

 
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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