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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.
Millennials (anyone between the ages of 23 and 38 years old) are a maturing, wealth-accumulating demographic. RIAs who want to engage the next generation of investment clients can’t afford to overlook this market segment, and it’s important that your firm’s messaging aligns with your target audience.
This in-depth report from Investopedia provides valuable data around how millennials view retirement, financial advisors, and investment education.
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.