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Financial Marketing Insights

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

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The Future of Wealth Management: Trends To Consider

The finance industry’s security and compliance standards often means that adopting and rolling out new technology takes longer for RIAs than for businesses in other industries. This can put RIAs at a disadvantage: some consumers are beginning to expect a seamlessly automated client experience, but the personal element is what allows your firm to win new business.

Fortunately, there’s a middle ground to be found, one that incorporates  tech-forward solutions without sacrificing the one-to-one interactions your clients deserve. This Deloitte report outlines the trends shaping the future of wealth management.

download the report

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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