



Articles
April 1, 2025
Articles
March 11, 2025
Articles
February 19, 2025


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.
May is Older Americans Month, and it's a great opportunity to acknowledge your older clients. You can do this directly by publishing a blog post or article about Older Americans Month, or if you prefer a more subtle approach, you can use age-specific content that is more likely to be relevant to them.
This article on tax-deductible medical expenses is a great example of how to engage a specific segment while still keeping the discussion relevant to your firm's overall audience.
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.