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Financial Marketing Insights

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

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How COVID-19 Has Changed Advisors And Clients

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.

[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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