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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.
We haven't created software to predict market movements (yet), but market movements are driven by human behavior. And in that regard, the tech industry has made big strides.
This RIA Intel article examines new software that may be able to predict when clients will leave with 95% accuracy.
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.