<img height="1" width="1" style="display:none" src="https://www.facebook.com/tr?id=334210687100723&amp;ev=PageView&amp;noscript=1">

Financial Marketing Insights

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

All Posts

Why You Shouldn't Wait To Reconnect With Your Clients

A lot of RIAs have been patiently waiting for the COVID-19 pandemic to slow down and for things to "go back to normal" before reconnecting with clients. But as we've seen since states began reopening across the country, our definition of "normal" may end up shifting more than we realize. 

This article from Wealth Management explains why you may need to adjust the way you keep in touch with your clients moving forward—and why you should start adapting to potential changes now.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.

Related Posts

Why It’s Okay to Circle Back on Old Content

Marketing content is a great way for RIAs to keep their clients up to speed on the latest financial devel...
Logan Burgess Jun 30, 2020 4:30:00 PM

Marketing Content: Why Bigger Isn’t Always Better

Broadly speaking, your marketing content should resonate with as large a portion of your target audience ...
Logan Burgess Jun 25, 2020 1:09:00 PM

Why Your Content Should Go Beyond Numbers

As any successful RIA knows, the backbone of a firm's longevity is trust. Clients need to trust that your...
Logan Burgess Jun 24, 2020 1:12:00 PM