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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.
Many firms think winning the business of DIY investors is more trouble than it's worth. These investors are often thought of as potentially difficult clients, ones who require advisors to do more work and more hand-holding to demonstrate their value.
It is true that DIY investors tend to expect more from RIAs to justify the cost of working with an advisor, but there are ways your firm can demonstrate value to DIYers. This article from ThinkAdvisor explains how.
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.