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Financial Marketing Insights

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

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Why You Shouldn't Wait To Reconnect With Your Clients

A lot of RIAs have been patiently waiting for the COVID-19 pandemic to slow down and for things to "go back to normal" before reconnecting with clients. But as we've seen since states began reopening across the country, our definition of "normal" may end up shifting more than we realize. 

This article from Wealth Management explains why you may need to adjust the way you keep in touch with your clients moving forward—and why you should start adapting to potential changes now.

 

read the article

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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