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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 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

Acknowledge the Emotional Impact of Market Swings

When the market is in a downturn, your role is as much about providing emotional support as it is of...
Logan Burgess May 20, 2020 1:30:00 PM

Winning New Business in a Post-COVID World

Eventually COVID-19 will pass, and for many of our clients, there's one big question: How can they e...
Logan Burgess May 18, 2020 10:15:00 AM

Using Content To Create A Sense of Urgency

A lot of investors treat retirement planning like going to the dentist—they know they should be proa...
Logan Burgess May 8, 2020 8:15:00 AM

5 Tips for Converting Site Visits to New Clients

Your firm's site might get a lot of traffic, but site visits are only half the picture—the other hal...
Logan Burgess May 5, 2020 5:49:00 PM

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