We believe data has become the true growth engine for RIAs.
In this short video, our founder Craig Hall shares a snapshot from our HubSpot demo environment—illustrating how intentional deal stages, data tagging, and pipeline visibility can transform the way wealth management firms approach growth.
The insight is simple: when data is structured with purpose, firms gain clarity on what drives results, where advisors excel, and how to align marketing with client development for faster, more consistent growth.
It’s a glimpse into how we help $1B+ RIAs operationalize their marketing and business development platforms to build enterprise value.
#WealthManagement #RIA #DataDriven #ClientExperience #Growth
Disclaimer
The case study in this demo uses a synthetic data model built in Mockaroo and visualized in our HubSpot + Databox environment. No client data is used—everything is simulated to reflect industry averages (close ratios, deal sizes, time-to-close).
This model is illustrative, not predictive. It’s designed to show potential outcomes based on experience and benchmarks, not to guarantee specific results.
Craig Hall is founder and president of Marketing Wiz, a financial marketing firm specializing in the independent wealth management space.
