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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.
Credibility marketing is a valuable strategy, one that most firms use without even realizing it. Instead of focusing on the services you offer, credibility marketing focuses on how your firm's experience and acumen can help potential clients.
As this blog from Michael Kitces outlines, a self-published book not only positions the author as a subject matter expert on the topic, but it can also be used to promote your firm and win new business.
Craig Hall is founder and president of Marketing Wiz, a financial marketing firm specializing in the independent wealth management space.
Articles
August 31, 2025
Articles
August 21, 2025
Articles
June 2, 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.