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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:

How Digital Disruption Can Help Your Firm

Do in part to regulatory restrictions, the financial industry can lag in out-of-the-box thinking whe...
Logan Burgess Aug 2, 2021 9:00:00 AM

Give Clients the Broad Strokes with "Rule of Thumb" Content

While it's always worthwhile to explain the intricacies of investing, wealth management, or retireme...
Logan Burgess Jul 26, 2021 9:00:00 AM

Use Content to Focus on Self-Employed Individuals

The number of people in the workforce who are self-employed or contractors is growing, and many of t...
Logan Burgess Jul 5, 2021 9:00:00 AM

How COVID-19 Has Changed Advisors And Clients

COVID-19 has changed the way many RIAs do business with their clients, as well as how firms market t...
Logan Burgess Jun 21, 2021 9:00:00 AM

Offer Multiple Perspectives With A Roundtable

Blog posts and articles are a great way to engage with your clients and prospects, but if your conte...
Logan Burgess Jun 7, 2021 9:00:00 AM

Marketing Your Firm in a Post-COVID World

The COVID-19 pandemic changed the way many RIAs market to prospective clients — and based on how aud...
Logan Burgess May 31, 2021 9:00:00 AM

How Connecting Clients Can Benefit Your Firm

Regular communication between your firm's advisors and your clients is, of course, crucial to mainta...
Logan Burgess Jan 4, 2021 9:45:00 AM

How Content Can Add Nuance to Your Clients' Financial Knowledge

As far as financial knowledge is concerned, your firm's clients probably run the gamut — some of you...
Logan Burgess Dec 2, 2020 3:21:00 PM

Why Your Firm Should Embrace Getting Personal

Your clients work with your firm because of your expertise, and because they trust that you will kno...
Logan Burgess Nov 16, 2020 3:15:00 PM

Use Content to Spark a Conversation

Effective marketing is about more than just reminding clients and prospects that your firm exists — ...
Logan Burgess Oct 30, 2020 12:08:00 PM

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