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Financial Marketing Insights

Resources for financial marketers, independent wealth managers, and CMOs.

Logan Burgess

Logan Burgess

Logan Burgess is the lead financial copywriter at Marketing Wiz. In this role, he provides independent financial brands with conversational, educational, and actionable written content to engage advisors, clients, and prospects.

Recent Posts:

Key Data That Explains Millennial Investing

Millennials (anyone between the ages of 23 and 38 years old) are a maturing, wealth-accumulating dem...
Logan Burgess Jan 28, 2020 4:20:00 PM

Find “The Line” When It Comes To Implied Testimonials

It’s pretty clear that RIAs are prohibited from using client testimonials in advertising. But what a...
Logan Burgess Jan 23, 2020 4:16:00 PM

Tax Day: Campaign Ideas

Tax day. What does it mean for your firm's marketing? On this episode, we share some of the experien...
Logan Burgess Apr 23, 2018 8:30:00 AM

Marketing In A Polarized World

We live in a polarized world with a wide variety of political and cultural issues shaping the issue....
Logan Burgess Apr 9, 2018 12:39:20 PM

The Inbound Marketing Methodology

On a recent podcast, we spent 15 minutes discussing inbound marketing at a high-level, how firms are...
Logan Burgess Mar 25, 2018 7:12:12 PM

Three Things Every Firm Needs, Before Marketing

We get approached by many independent financial brands who are looking to leverage next-generation m...
Logan Burgess Feb 12, 2018 10:23:17 PM

Language and Savings: Takeaways for Marketers

I was driving to my grandfather-in-law’s 91st birthday this weekend when a fascinating story came ov...
Logan Burgess Feb 8, 2018 11:40:04 AM

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