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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.
When times are tough and the market is in a downturn, it’s important to acknowledge that things could be better. At the same time, however, you don’t want to become so “doom-and-gloom” that your clients feel hesitation before opening an email from the firm.
Your clients rely on you to be on the lookout for opportunities — especially when economic turmoil makes them difficult to spot. This Barron’s article is a great example of how to strike a balance between acknowledging current events while still giving your clients reason to be hopeful.
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.