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Financial Marketing Insights

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

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Now More Than Ever, Your Firm Needs To Modernize

For most firms, the main value proposition (besides their financial expertise) is a personal touch: the most successful firms establish meaningful, long-term relationships with their clients. As a result, firms tend to focus most of their communication on face-to-face or telephone interactions.

With face-to-face meetings on hold because of COVID-19, advisors who haven't embraced new modes of communication are struggling to keep their clients: in a recent survey, 77% of North American advisors reported losing business due to a lack of appropriate technology tools to interact with clients. This article from ThinkAdvisor explains why modernizing the way your firm communicates is more important than ever.

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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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