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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.
With COVID-19 forcing business cutbacks and closures, firms are tightening their belts by cutting “non-essential” costs across the board. Too often, the marketing budget is one of the first cuts firms make. As we’ve noted before, your clients need to hear more from you during times of crisis, not less.
Fortunately, as this article from Advisor Perspectives explains, there are ways to keep your marketing going. While they’re not an ideal long-term solution, they’re useful for keeping in touch with your clients during a challenging environment.
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.