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Financial Marketing Insights

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

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The Value of Simple Advice in Uncertain Times

The ongoing turmoil in the market is very stressful for investors, and it can be difficult for RIAs to find the right messaging to put them at ease—especially when it’s unclear how long it will take for life (and the markets) to return to normal.

Sometimes, simplicity is best. As this Forbes article demonstrates, when so much is out of your clients’ hands, they’ll likely benefit more from advice that focuses on things they can control.

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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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