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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 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

When It Comes To Client Concerns, Listening Is Key

Many firms believe that the key to client happiness and retention is being able to quickly and effic...
Logan Burgess Sep 17, 2020 9:30:00 AM

Don't Just Help Clients Weather The Storm — Help Them Prepare For It

As an advisor, your firm's job is to help your clients reach their financial goals. Unfortunately, e...
Logan Burgess Sep 14, 2020 10:45:00 AM

Now More Than Ever, Your Firm Needs To Modernize

For most firms, the main value proposition (besides their financial expertise) is a personal touch: ...
Logan Burgess Sep 10, 2020 8:50:00 AM

Promote Risk Awareness With Content Marketing

When RIAs think of content marketing ideas, they tend to focus on the positives; for example, how co...
Logan Burgess Aug 18, 2020 3:15:00 PM

Use Centers of Influence For High-Quality Referrals

As any successful RIA knows, referrals are a vital part of your firm's continued growth. But waiting...
Logan Burgess Aug 12, 2020 8:33:00 AM

Use Your Content To Cover All The Angles

Many firms use their content marketing to address their clients' most common questions, but as you k...
Logan Burgess Aug 3, 2020 9:30:00 AM

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