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Financial Marketing Insights

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

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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 firm is looking at the big picture: not just financially, but in terms of their quality of life as well. 

Most RIAs tend to use their content marketing to address their clients' financial needs, but those clients have a life beyond their portfolios. This piece from Barron's is a great example of why your marketing should occasionally go beyond the numbers and focus on the people and life experiences behind them.

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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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