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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:

The Importance of Messaging During a Crisis

When the market is in turmoil, many firms have a tendency to dial back their messaging. But during t...
Logan Burgess Apr 2, 2020 12:33:00 PM

Demonstrating Value to Your Clients in Uncertain Times

In times of crisis, many of our clients struggle to find the right tone with their messaging. Some R...
Logan Burgess Mar 17, 2020 12:21:00 PM

3 Content Marketing Ideas That Can Make a Difference in 2020

One of the ways we help our clients is by keeping them abreast of new industry trends in marketing. ...
Logan Burgess Mar 3, 2020 7:45:00 AM

The Value of Evergreen Content

Many RIAs focus on delivering reactive content to their clients; that is, content that highlights or...
Logan Burgess Feb 18, 2020 2:06:00 PM

Build on Existing Content with a Deep Dive

RIAs are helping their clients prepare for and adapt to the changes brought about by the SECURE Act,...
Logan Burgess Feb 14, 2020 4:00:00 PM

Email or Social Media: Which is More Effective for Marketing?

Social media marketing might be the best way for your firm to get your brand in front of the biggest...
Logan Burgess Feb 11, 2020 12:57:00 PM

The Rise of Omnichannel Marketing for RIAs

For many of our clients, a big challenge with marketing is deciding where to deploy the campaign to ...
Logan Burgess Feb 6, 2020 12:18:00 PM

The Value of Face-to-Face Advice

Driven by younger investors, robo-advisors are steadily increasing in popularity. Many of our client...
Logan Burgess Feb 3, 2020 12:09:00 PM

Key Data That Explains Millennial Investing

Millennials (anyone between the ages of 23 and 38 years old) are a maturing, wealth-accumulating dem...
Logan Burgess Jan 28, 2020 4:20:00 PM

Find “The Line” When It Comes To Implied Testimonials

It’s pretty clear that RIAs are prohibited from using client testimonials in advertising. But what a...
Logan Burgess Jan 23, 2020 4:16:00 PM

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