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Financial Marketing Insights

Resources for financial marketers, independent wealth managers, and CMOs.

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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, and we helped a number of our clients prepare a messaging strategy to communicate the broader impact of the new law to their investors. 

As a follow-up, we think investors will appreciate a deeper dive into certain aspects of the new law, and this article from Barron's regarding the now-eliminated "Stretch IRA" provision is a great example of how to flesh out an important topic while still giving investors actionable information. 

read the article

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.

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