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Financial Marketing Insights

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

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The Rise of Omnichannel Marketing for RIAs

For many of our clients, a big challenge with marketing is deciding where to deploy the campaign to maximize visibility. In order for your marketing to have an impact, it needs to go beyond a simple paid Google ad. 

This article from WealthEngine outlines four emerging trends in the financial services industry, and the biggest (in our view) is #4: omnichannel marketing.

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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