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Financial Marketing Insights

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

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When It Comes To Client Concerns, Listening Is Key

Many firms believe that the key to client happiness and retention is being able to quickly and efficiently address their concerns. That may be true in some cases, but most of the time, clients just want to know their advisor understands their concerns.

Your firm’s marketing communications are a valuable tool to reassure your clients that you understand their pain points and fears. This article from RIA Intel offers some interesting data points on why that understanding is so important.

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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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