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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.
Regular communication between your firm's advisors and your clients is, of course, crucial to maintaining positive client relationships. But according to a new report, many clients don't just want to talk to their advisors — they want to share their experiences with other clients as well. This article from RIA Intel explains how facilitating client-to-client communication can help improve overall client satisfaction with your firm.
Logan Burgess is the lead financial copywriter at Marketing Wiz. In this role, he provides independent financial brands with conversational, educational, and actionable written content to engage advisors, clients, and prospects.
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.