Articles
March 21, 2024
Articles
December 1, 2023
Articles
November 16, 2023
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.
After a year of video calls and telephone meetings, we've all become accustomed to doing business virtually; in fact, a number of organizations are transitioning to operational models that prioritize virtual meetings over face-to-face contact. Your firm may be tempted to follow this trend, but when it comes to their finances, some of your clients might prefer in-person discussions. This article from RIA Intel explains why you may want to think twice about focusing on virtual meetings.
Logan Burgess is the lead financial copywriter at Marketing Wiz. In this role, he provides independent financial brands with conversational, educational, and actionable written content to engage advisors, clients, and prospects.
Articles
March 21, 2024
Articles
December 1, 2023
Articles
November 16, 2023
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.