Craig Hall

Marketing expert with 20+ yrs experience, Classics grad, Coast Guard veteran, HubSpot pro, & AI enthusiast. Exploring future of biz in AI-driven world.

[Craig Hall @craighall]

There may not be one AI winner.

That matters more once AI moves beyond productivity tools and into CRM workflows, client data, research, compliance, and institutional knowledge.

The better question for RIAs is not “Which model should we standardize on?”

It is:

What should the firm own and standardize, and what should remain flexible?

My latest piece on model portability, AI infrastructure, and avoiding unnecessary platform dependency:

There Will Be No Winner in AI. Build Your Infrastructure Accordingly.

https://t.co/f4Qa9VsIAj

[Marketing Wiz @itmarketingwiz]

Does your firm have written investor personas?

Most don’t, and for many firms, that’s the gap between marketing activity and meaningful engagement.

Good marketing isn’t about saying more.

It’s about creating what matters for your highest-value audiance.

Investor personas clarify who that audience is and what they value.

High-growth RIAs don’t market louder. They market with relevance, precision, and conviction... and they provide real value to their highest-value prospects.

Our latest article breaks down how leading RIAs use investor personas to inform their marketing strategy. https://t.co/lUhM5cZBrH

#InvestorPersonas #RIAmarketing #WealthMarketing #HNWMarketing #RIAgrowth

[MichaelKitces @MichaelKitces]

ROI on an associate advisor doesn't need to take years to materialize (by measuring their ability to find and retain clients). The key is to delegate in ways that reduce the senior advisor's time spent per client, and hence get faster ROI. 6 ways to delegate to associate advisors:  https://t.co/DCnMYLtfcF

In this article, senior financial planning nerd Sydney Squires shares a framework for delegation, with five functional areas stand out as ripe for early delegation that gives associate advisors opportunities to do meaningful work. #advicers

[Marketing Wiz @itmarketingwiz]

To reach $25 million in new AUM through SmartAsset, firms must commit to the math:

850 leads x $300 per lead = $255,000 in leads

And most firms need to spend $75,000 during year-one to manage and effectively sell to that volume of leads, bringing the year-one investment north of $300k.

But when done right, the ROI is compelling, and our our recent case study shows how disciplined RIAs and multi-family offices are having success with SmartAsset leads: https://t.co/l30MYrId40

[Craig Hall @craighall]

@iwrotesham @annamlulis Does winning need to look the same for everyone? 🤔

[Craig Hall @craighall]

I downloaded it today and played around with it. As a long time Chrome user I could definitely be lured away especially if we continue to build out the AutoGPT features using ChatGPT. I asked it to take a client email and create a task in a client project on ClickUp. It did a great job and I can see how you can start to link SOPs to these requests.

Yes. There is a ClickUp plugin that allows you to convert an email into a task. Not only does Atlas eliminate a couple key strokes but it also opens up a world of possibilities to build prompts that you can load into the request window to reference SOPs and complete several other tasks that would otherwise be dependent on a project or account manager.

I can see this taking some serious market share from Chrome users unless Google seriously levels up the Gemini integration functionality.

Nice first release in my opinion.

[Craig Hall @craighall]

I have been a long time Chrome user and I love Chrome. I downloaded ChatGPT Atlas today and I think it is a lot more than Chrome with a ChatGPT sidebar. I played around with some of the AutoGPT task functions and it is pretty good. I had it take an email, log into ClickUp, find a client project and add a task. This release is the first pitch of the first game of the World Series so I expect it to get a lot better fast. The Gemini integration in with Gmail has not come close to this functionality.

[Harvard Business Review @HarvardBiz]

First, companies must clarify who their data customers are and what problems the data will solve. https://t.co/I3F7bDZ9ME

[Marketing Wiz @itmarketingwiz]

https://t.co/XnIPMwRkYz

[Marketing Wiz @itmarketingwiz]

The evolution of the family office is a lesson in how structure fuels scale.

The recent DBS Private Bank story underscores this shift — global families aren’t chasing more products or partners; they’re engineering smarter systems to manage complexity across borders and generations.

For RIAs and family offices, the takeaway is clear: sustainable growth depends on integration, not expansion.

Unify governance and growth. Align investment, operations, and succession under one framework.

Design for adaptability. Build structures that evolve with regulation, technology, and generational change.

Scale trust, not just returns. Systems that deliver transparency and discipline earn longevity.

DBS may be the example, but the lesson applies to every firm: the future of wealth management belongs to those who can turn complexity into clarity.

👉 Read the story: https://t.co/5us8kduiQo

#FamilyOffice #WealthManagement #RIA #GrowthStrategy #Leadership #PrivateBanking

[Craig Hall @craighall]

We’re all trying to keep growth moving as markets and tech evolve fast.

It’s not about the next “growth hack.” It’s about building infrastructure — marketing automation, data, and integrated tools — so growth becomes intentional.

#RIAGrowth #WealthManagement #DataDriven #OrganicGrowth #Leadership

[Marketing Wiz @itmarketingwiz]

This October, markets could see significant shifts in terms of trade negotiations, monetary policy, and M&A activity. Our latest article alert highlights three key narratives shaping the environment: China’s refusal to buy US soybeans, the Federal Reserve’s first rate cut in months, and Electronic Arts’ decision to go private in a record leveraged buyout.

Contact us today to discover how Marketing Wiz can elevate your firm’s content capabilities.

https://t.co/wcii20RNwa

[Craig Hall @craighall]

@itmarketingwiz Not all AI breakthroughs are big.

Ours came from the “micro breakthroughs”:

-Notes into tasks automatically
-SOPs built from history
-Dashboards spotting bottlenecks early

Small steps, big impact.
#AI #ClickUp #Breakthrough #ProjectManagement

[Marketing Wiz @itmarketingwiz]

https://t.co/NaeqWnymjh

[Marketing Wiz @itmarketingwiz]

“Organic growth” isn’t just nice to have—it’s becoming must-have for RIAs.

Key levers:
• deepen client relationships
• improve service so retention rises
• use data to iterate & improve
• turn happy clients into referrals

How are you fueling organic growth today?

#OrganicGrowth #WealthManagement #RIA #GrowthStrategy

https://t.co/VQL1BIPTzb

[Craig Hall @craighall]

@itmarketingwiz The next era of $1B+ RIAs will be defined by one thing: data stewardship.

Not apps. Not tech stacks. A culture where data drives trust, personalization & growth.
#WealthManagement #RIA #DataDriven #Growth

[Marketing Wiz @itmarketingwiz]

https://t.co/tmnNhY7ono

[Marketing Wiz @itmarketingwiz]

Data is the new growth engine for RIAs.

In this short video, Marketing Wiz founder @craighall shows how intentional deal stages + data tagging unlock clarity, attribution & growth.

#RIA #WealthManagement #DataDriven

Disclaimer
The case study in this demo uses a synthetic data model built in Mockaroo and visualized in our HubSpot + Databox environment. No client data is used—everything is simulated to reflect industry averages (close ratios, deal sizes, time-to-close).

This model is illustrative, not predictive. It’s designed to show potential outcomes based on experience and benchmarks, not to guarantee specific results.

[Craig Hall @craighall]

Great strategies fail without the right tools.

Leadership means clearing the barriers—aligning tech with goals so velocity isn’t just speed, it’s progress. ⚡

#Leadership #Strategy #Technology

[Craig Hall @craighall]

Growth-minded RIAs win by being understood. Defining investor personas isn’t about segments—it’s about motivations, values, and goals.

My new article, “The Case for Defining Investor Personas,” dives into how these profiles drive real relevance, engagement, and organic growth.

#RIA #InvestorPersonas #WealthManagement

https://t.co/OW0wDv9pXB