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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.
If your firm is looking for a cost-effective way to communicate with your clients, a podcast is one of the best available options. 50% of all homes are podcast listeners, and 45% of those listeners have an annual household income over $75,000.
In this piece from ThinkAdvisor, TD Ameritrade's Dani Fava offers a helpful list of do's and don'ts.
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.