How we serve
RIA Founders & Managing Partners
What can your firm achieve with better marketing support?
We help RIA leaders drive organic growth by establishing consistent and high-performing marketing and sales processes. Through a defined process and expert creative and technical team, we help you share your story with more right-fit clients and move forward with greater certainty.
What You Can Expect
A Repeatable Process That Drives Growth
Growing an RIA requires more than just managing investments—it demands a strategic approach to scaling your business while maintaining your core values. We help firms like yours implement consistent, high-performing marketing and sales processes that drive sustainable, organic growth. Our expertise ensures that every step forward is intentional, measurable, and aligned with your long-term vision.
A Partner Who Understands Your Firm’s Unique Journey
Your firm isn’t just a business—it’s a reflection of your dedication, expertise, and the trust you’ve built with clients over decades. We recognize the deep connection you have with your business and the challenges that come with expanding, evolving, or even preparing for a transition. Our process is designed to help you move forward with confidence, whether you’re focused on growth, succession planning, or modernizing your firm’s positioning.
Greater Clarity to Create Enduring Value
What does growth mean for your firm? How do you build a marketing and sales engine that attracts the right clients while preserving the integrity of your brand? By asking the right questions and implementing proven strategies, we help RIAs like yours create lasting impact — ensuring your firm thrives today and into the future.
Expert Talent Covering Every Facet of Marketing
Successful marketing requires a team of specialists with expertise in design, writing, and technology. We bring together professionals who cover every aspect of marketing, ensuring that strategies are executed effectively. With the creativity to do things differently and the experience to do them right, the work stands out while following proven best practices.
One Founder’s Story
We had grown over the years, but we were looking to develop a more structured, scalable way to drive growth beyond referrals. Marketing Wiz helped us establish a defined marketing and sales process that consistently attracts and converts the right clients. Their team brought the right mix of strategy, creativity, and execution, giving us confidence that our efforts weren’t just activity—they were driving real, measurable impact. Today, we have a stronger brand presence, more inbound opportunities, and a repeatable process for sustainable growth.
Actual client. No compensation, cash or otherwise, was provided for said testimonial. No conflicts of interest exist between the client and Marketing Wiz.
Resources for RIA Leaders
How can we support your firm’s growth objectives?
Connect with our team to start the conversation.