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Financial Marketing Insights

Resources for financial marketers, independent wealth managers, and CMOs.

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How to Turn DIY Investors Into Clients

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.

[Read The Article]

 

Craig Hall
Craig Hall
Craig Hall is founder and president of Marketing Wiz, a financial marketing firm specializing in the independent wealth management space.

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