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Financial Marketing Insights

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

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Demonstrating Value to Your Clients in Uncertain Times

In times of crisis, many of our clients struggle to find the right tone with their messaging. Some RIAs slow down their outreach in uncertain times, but that can give the impression that the firm is indifferent to current events. Acknowledging an ongoing crisis is the right move — as long as you can relate it back to your area of expertise. 

This Forbes article is a great example of how to incorporate current events into your outreach strategy.

read the article

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.

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