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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:

Why It’s Okay to Circle Back on Old Content

Marketing content is a great way for RIAs to keep their clients up to speed on the latest financial ...
Logan Burgess Jun 30, 2020 4:30:00 PM

Marketing Content: Why Bigger Isn’t Always Better

Broadly speaking, your marketing content should resonate with as large a portion of your target audi...
Logan Burgess Jun 25, 2020 1:09:00 PM

Why Your Content Should Go Beyond Numbers

As any successful RIA knows, the backbone of a firm's longevity is trust. Clients need to trust that...
Logan Burgess Jun 24, 2020 1:12:00 PM

Your LinkedIn Content Is A Chance To Lead—Not Follow

Most firms know that social media activity plays a significant role in their marketing efforts. Unfo...
Logan Burgess Jun 22, 2020 8:15:00 AM

How To Address Social Issues With Your Clients

In light of the recent social unrest, many of our clients have struggled to find a way to address so...
Logan Burgess Jun 19, 2020 2:45:00 PM

Why You Shouldn't Wait To Reconnect With Your Clients

A lot of RIAs have been patiently waiting for the COVID-19 pandemic to slow down and for things to "...
Logan Burgess Jun 17, 2020 10:00:00 AM

Why A Podcast Is A Good Idea (And How to Do It Right)

If your firm is looking for a cost-effective way to communicate with your clients, a podcast is one ...
Logan Burgess Jun 8, 2020 11:52:00 AM

Why TV Is Still A Good Way To Capture New Business

Most RIAs don't think of television as an effective marketing platform; the advent of the internet a...
Logan Burgess Jun 3, 2020 1:42:00 PM

Why Your Marketing Should Cover More Than Just Investing

Many RIAs focus their marketing content solely on the services they offer to their clients: retireme...
Logan Burgess May 28, 2020 11:30:00 AM

The Value of Simple Advice in Uncertain Times

The ongoing turmoil in the market is very stressful for investors, and it can be difficult for RIAs ...
Logan Burgess May 25, 2020 6:02:00 PM

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