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Differentiation through Vertical Integration and Personal Interaction

Writer's picture: Susan TatumSusan Tatum

Updated: Sep 11, 2021

with Craig Hall

In this episode Susan Tatum sits down with Craig Hall, Founder of Marketing Wiz to discuss differentiation in the Wealth Management Space.

Craig shares his expertise and discusses the role of automation in branding a business, focusing through positioning, and a narrow targeting which leads to a more human interaction with your clients.



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