Marketing Wiz

09/18/2025

We’re practicing what we preach—showing up where our community is active.

At Marketing Wiz, we focus on serving RIAs in the wealth management space—helping firms scale, strengthen their brands, and build enterprise value. We also work closely with private equity investors in RIAs, founding/managing partners, and CEOs navigating growth and transformation.

While our audience is most active on LinkedIn and X (Twitter), we maintain the expertise to help you reach your clients on Facebook and Instagram—both organically and through paid strategies.

Connect with us here: https://pages.marketingwiz.co/connect-with-us-on-social

04/01/2025

RIAs are using a huge amount of data to drive the core of the business: financial planning, portfolio management, and risk management. But when it comes to organic growth, many are still in the proverbial stone age. What’s behind this “sophistication gap”? In a recent article we explored how infrastructure has held some firms back, and what the fastest-growing RIAs are doing differently.

From dashboards that track and visualize key growth metrics to thoughtful deployment of AI for data enrichment and content support, this article shares several key ideas for leveling up your approach to organic growth in 2025.
https://bit.ly/3Ydw0od

12/24/2024

As the holiday season approaches, it’s a time to reflect on the many blessings in our lives. Throughout the year, we focus on growth, striving to improve and achieve more.

During this season, let’s pause to appreciate all the good things we have—our families, friends, colleagues, and the communities we are part of.

This is a moment to give thanks, cherish the people around us, and celebrate the connections that enrich our lives. Wishing you and yours a joyful and peaceful holiday season.

12/16/2024

Understanding investor journeys is crucial for effective wealth management marketing. This has been a hot topic for us as we have been extremely intentional at looking at Google Search traffic and how it converts to website traffic.

If this topic interests you, watch this video with Samantha Russell and Joshua Brown as they make a compelling argument that highlights industry insights on:

-The growing importance of 'social search' in investor discovery
-AI's influence on how investors seek financial information
-The critical role of social proof in investment decision-making
-The intricate nature of digital journeys in modern wealth management

As wealth management marketers, adapting strategies to these trends is essential. Optimizing your digital presence for both traditional search engines and social platforms can significantly enhance your reach to potential investors. Consider how your financial expertise and services are presented across various touchpoints in the investor's journey, from initial research to final engagement.

Are you leveraging these insights in your wealth management marketing approach? Let's explore how to align your strategy with today's investor behaviors and expectations.

On this episode of The Unlock, Downtown Josh Brown is joined by Samantha Russel, to discuss the eight marketing moves advisors can make today. Samantha is th...

12/11/2024

We are in interesting times where optimizing for traditional SEO strategies needs to be balanced with taking advantage of AI. Many in the wealth management space have not invested in traditional SEO. This article provides some insights on how to start thinking about SEO and AI. https://bit.ly/41uP8R3.

Eastern Standard Co-founder and Chief Digital & Technology Officer Jim Keller offers insights you can use to navigate the evolving landscape of AI and SEO.

12/09/2024

As we reflect on the tumultuous 2024 election cycle and recent economic fluctuations, it's clear that investors are navigating a complex landscape. Despite record-high equity markets, anxiety and concern persist among many. At Marketing Wiz, we understand these challenges and are here to help you cut through the noise.

Our latest article alert explores strategies for addressing investor concerns in this unique market environment. We delve into effective communication techniques, long-term planning strategies, and ways to contextualize current market conditions for your clients.

As trusted advisors, your role in providing clarity and guidance is more crucial than ever. Discover how to leverage these insights to strengthen client relationships and instill confidence in your investment strategies.
Read our December 2024 Article Alert to equip yourself with the tools needed to navigate these uncertain times and emerge stronger.

https://bit.ly/3D9emdN

12/03/2024

In a maturing wealth management industry, it’s not enough for RIAs to simply exist — they must stand out.

Joe Duran of Rise Growth Partners shares a blueprint for building a "lighthouse brand" that guides clients with confidence and consistency. The Four Ps — Promise, Product, People, and Passion — are the core ingredients to differentiate your firm and build lasting trust.

Discover how great brands make promises they keep and turn trust into the ultimate growth engine.

Read the full article: https://bit.ly/4fYJN9g

11/27/2024

Gratitude This Thanksgiving

This Thanksgiving, we want to take a moment to express our heartfelt gratitude.

To our clients, thank you for allowing us to support your efforts to help others pursue their financial dreams. Your work creates a ripple effect of empowerment and opportunity, and we’re honored to be a part of that journey.

To our team members, your dedication, creativity, and unwavering commitment make everything we do possible.

As we reflect on the opportunities we’re fortunate to have in America, we’re reminded of how much we have to be thankful for: the freedom to serve, to collaborate, and to help others make a meaningful impact.

May this season of thanks bring joy and abundance to you and your loved ones.

Happy Thanksgiving from all of us at Marketing Wiz!

06/24/2024

When it comes to artificial intelligence, we take the 70/30 approach: we consider whether an A.I. can complete 70% of a task that we are asking “it” to do. If it can, then we explore whether we can build a workflow that allows the A.I. to get the project started while the talented people on our team spend more time on higher-value tasks within the workflow. We have yet to find an A.I. that can reliably complete 100% of any task we’ve given it, but we are seeing more and more platforms take over low-value steps so our team can focus more energy on the highest-value areas of our work with RIAs.

In a recent article on our website, we shared more thoughts on how RIAs can implement A.I. within their workflows. Read the full article here: https://bit.ly/4bha7rN

06/07/2024

We will cut to the chase: some A.I. platforms are great, and some stink.

Some are great at specific tasks, and others are terrible at that same task.

We hear about artificial intelligence in the news like it is one “thing,” but it’s critical to understand that there are dozens of different A.I. platforms, each with their strengths and weaknesses. For example, an A.I. can be terrible at writing blog posts but excel at identifying concentration risk within an investment portfolio. Because of this, trying different A.I.s and testing their output against one another for specific tasks is essential.

In a recent article on our website, we shared more thoughts on how RIAs can implement A.I. within their workflows. Read the full article here: https://bit.ly/3Xfv0jY