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April 8, 2024
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March 21, 2024
Great people make it possible
Our team knows the RIA space, but we also like to think outside the box. This means that we have the experience to do things different.
COVID-19 has changed the way many RIAs do business with their clients, as well as how firms market their services to their target audiences. More importantly, the pandemic has changed how investors think about their financial lives. In a post-COVID world, RIAs need to do more than just change how they communicate — they also need to adjust their messaging to ensure it resonates with investors' new mindsets. This ThinkAdvisor article explains how COVID-19 has changed investor behaviors and how RIAs should adapt.
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.
Articles
April 8, 2024
Articles
March 21, 2024
Our team knows the RIA space, but we also like to think outside the box. This means that we have the experience to do things different.