



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.
Client engagement can be a bit of a tightrope act. Just when you think you've found the perfect balance, things can shift; suddenly, what used to work to keep clients engaged isn't quite as effective anymore. By being aware of shifting trends, your firm will be better-equipped to adjust if client engagement begins to dwindle. And technology can play a pivotal role in making those adjustments.
This article from FA Magazine highlights five important tech-related client engagement trends to watch in 2021.
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.