Ep. 283: Don’t Hire the Wrong Consultant: A Buyer’s Guide for RIAs
March 28, 2025
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Show Notes
<p>The post <a href="https://wealthtechtoday.com/2025/03/28/ep-283-dont-hire-the-wrong-consultant-a-buyers-guide-for-rias/">Ep. 283: Don’t Hire the Wrong Consultant: A Buyer’s Guide for RIAs</a> appeared first on <a href="https://wealthtechtoday.com"></a> and was written by <a href="https://wealthtechtoday.com/author/elana/">Elana Iskowitz</a>.</p>
<p>In this special episode of the WealthTech Today podcast, host Craig Iskowitz sits down with Marcus Grimm, fractional CMO and B2B marketing veteran, to discuss the importance of structured decision-making when RIAs select wealth management consultants. The conversation explores why firms often make the wrong technology choices despite good intentions, and how proper buyer’s guides […]</p>
<p>The post <a href="https://wealthtechtoday.com/2025/03/28/ep-283-dont-hire-the-wrong-consultant-a-buyers-guide-for-rias/">Ep. 283: Don’t Hire the Wrong Consultant: A Buyer’s Guide for RIAs</a> appeared first on <a href="https://wealthtechtoday.com"></a> and was written by <a href="https://wealthtechtoday.com/author/elana/">Elana Iskowitz</a>.</p>