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November 8, 2024
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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.
New clients are the lifeblood of any business, and RIAs are no exception. Expanding your client base comes at a cost, but many RIAs don't realize exactly how much they're spending to bring in each new client. This report from Kitces outlines the true cost of acquiring a new client, which can help you gauge the effectiveness of your firm's current and future marketing efforts.
Craig Hall is founder and president of Marketing Wiz, a financial marketing firm specializing in the independent wealth management space.
Articles
November 8, 2024
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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.