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Financial Marketing Insights

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

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The Value of Face-to-Face Advice

Driven by younger investors, robo-advisors are steadily increasing in popularity. Many of our clients recognize that demonstrating the benefits of personalized financial guidance needs to be a big part of their marketing strategy.

This article from Wealth Management explains why adapting to market dynamics can help your firm demonstrate its unique value to your clients.

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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