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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.
Traditionally, financial advisors have relied on word-of-mouth and referrals to build their book of business. But in our increasingly internet-reliant society, if your firm doesn't have a strong web presence, prospects may not find you during the “consideration” phase of the buyer’s journey.
This article from WealthManagement.com provides data on how the affluent are using Google search, and what this means for your firm’s digital profile.
Craig Hall is founder and president of Marketing Wiz, a financial marketing firm specializing in the independent wealth management space.
Articles
April 1, 2025
Articles
March 11, 2025
Articles
February 19, 2025
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.