<img height="1" width="1" style="display:none" src="https://www.facebook.com/tr?id=334210687100723&amp;ev=PageView&amp;noscript=1">

Financial Marketing Insights

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

All Posts

The Future of Wealth Management: Trends To Consider

The finance industry’s security and compliance standards often means that adopting and rolling out new technology takes longer for RIAs than for businesses in other industries. This can put RIAs at a disadvantage: some consumers are beginning to expect a seamlessly automated client experience, but the personal element is what allows your firm to win new business.

Fortunately, there’s a middle ground to be found, one that incorporates  tech-forward solutions without sacrificing the one-to-one interactions your clients deserve. This Deloitte report outlines the trends shaping the future of wealth management.

download the report

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.

Related Posts

Why You Shouldn't Wait To Reconnect With Your Clients

A lot of RIAs have been patiently waiting for the COVID-19 pandemic to slow down and for things to "go ba...
Logan Burgess Jun 17, 2020 10:00:00 AM

Why A Podcast Is A Good Idea (And How to Do It Right)

If your firm is looking for a cost-effective way to communicate with your clients, a podcast is one of th...
Logan Burgess Jun 8, 2020 11:52:00 AM

Why TV Is Still A Good Way To Capture New Business

Most RIAs don't think of television as an effective marketing platform; the advent of the internet and th...
Logan Burgess Jun 3, 2020 1:42:00 PM