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Financial Marketing Insights

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

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How To Address Social Issues With Your Clients

In light of the recent social unrest, many of our clients have struggled to find a way to address social injustice without overstepping or wading into uncomfortable territory. 

Some firms are comfortable tackling these issues head-on, but those that aren't can still address current events through a financial lens. We though this article from MarketWatch offered a good blueprint for discussing challenging topics within the scope of wealth management.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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