



Articles
April 1, 2025
Articles
March 11, 2025
Articles
February 19, 2025


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.
No matter how meticulously you plan your social media marketing strategy, it's unlikely to succeed without one key ingredient: authenticity. An authentic social media presence helps increase audience affinity and makes your firm more appealing to prospective clients. This article from Investment News explains the importance of authenticity — and how you can achieve it.
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.