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Financial Marketing Insights

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

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How Connecting Clients Can Benefit Your Firm

Regular communication between your firm's advisors and your clients is, of course, crucial to maintaining positive client relationships. But according to a new report, many clients don't just want to talk to their advisors — they want to share their experiences with other clients as well. This article from RIA Intel explains how facilitating client-to-client communication can help improve overall client satisfaction with your firm.

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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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