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Financial Marketing Insights

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

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How Practical Content Helps Demonstrate Value

You want your clients to think of your firm as an invaluable wealth management resource. It may seem like a paradox, but sometimes that means focusing less on finance-specific topics and offering more practical advice instead. Whether they realize it or not, your clients' financial futures can be impacted by a lot of other factors besides their investments, and your firm's content can be a great way to remind them of that. 

This article from Barron's is a perfect example of content that, while not specifically finance-related, will nonetheless remind your clients that your firm’s guidance extends to all aspects of their financial well-being.

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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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