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Financial Marketing Insights

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

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Why Your Firm Should Embrace Getting Personal

Your clients work with your firm because of your expertise, and because they trust that you will know how to guide them no matter what financial questions they may have or challenges they may be facing. 

As a result, many RIAs believe that client satisfaction is solely based on meeting their clients' financial objectives. But sometimes, a personal touch in your firm's marketing can more effectively strengthen client relationships than any guidance your firm can offer. This article from MarketWatch is a good example of how to get more personal (while staying professional) with your messaging.

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.

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