Articles
November 8, 2024
Articles
September 8, 2024
Articles
June 7, 2024
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.
A common complaint among RIAs is that marketing is too time-consuming to manage without hiring a dedicated marketing manager. Automated marketing can help firms maintain a robust marketing schedule without the time burden, but it's just a tool — and like any tool, you have to know how to use it to get the best results. This article from Advisor Perspectives discusses the pros and cons of marketing automation.
Craig Hall is founder and president of Marketing Wiz, a financial marketing firm specializing in the independent wealth management space.
Articles
November 8, 2024
Articles
September 8, 2024
Articles
June 7, 2024
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.