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Financial Marketing Insights

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

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How Content Can Add Nuance to Your Clients' Financial Knowledge

As far as financial knowledge is concerned, your firm's clients probably run the gamut — some of your clients understand the principles of investing and wealth management better than others. As their advisor, part of your firm's responsibility to your clients is to help educate them and empower them to make smart financial decisions on their own. This article from Kiplinger is a great example of educating your clients by showing them that even a basic principle of wealth management like "save as much money as you can" isn't quite so simple.

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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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