Financial Marketing Agency Blog | Marketing Wiz

How Digital Disruption Can Help Your Firm

Do in part to regulatory restrictions, the financial industry can lag in out-of-the-box thinking whe...

Logan Burgess Aug 2, 2021 9:00:00 AM

While it's always worthwhile to explain the intricacies of investing, wealth management, or retireme...

Logan Burgess Jul 26, 2021 9:00:00 AM

A common complaint among RIAs is that marketing is too time-consuming to manage without hiring a ded...

Craig Hall Jul 19, 2021 9:00:00 AM

Many firms think winning the business of DIY investors is more trouble than it's worth. These invest...

Craig Hall Jul 12, 2021 9:00:00 AM

The number of people in the workforce who are self-employed or contractors is growing, and many of t...

Logan Burgess Jul 5, 2021 9:00:00 AM

In the digital age, you need more than just top-quality client service to set your firm apart from t...

Craig Hall Jun 28, 2021 9:00:00 AM

COVID-19 has changed the way many RIAs do business with their clients, as well as how firms market t...

Logan Burgess Jun 21, 2021 9:00:00 AM

No matter how meticulously you plan your social media marketing strategy, it's unlikely to succeed w...

Craig Hall Jun 14, 2021 9:00:00 AM

Blog posts and articles are a great way to engage with your clients and prospects, but if your conte...

Logan Burgess Jun 7, 2021 9:00:00 AM

The COVID-19 pandemic changed the way many RIAs market to prospective clients — and based on how aud...

Logan Burgess May 31, 2021 9:00:00 AM