<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

Winning New Business in a Post-COVID World

Eventually COVID-19 will pass, and for many of our clients, there's one big question: How can they earn new business once the worst of the pandemic is behind us? 

This article from RIA Intel offers some great insights into how firms can emerge stronger than ever from the COVID-19 crisis. (Here's a hint: it starts with your existing clients.)

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 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 ba...
Logan Burgess Jun 17, 2020 10:00:00 AM

Why A Podcast Is A Good Idea (And How to Do It Right)

If your firm is looking for a cost-effective way to communicate with your clients, a podcast is one of th...
Logan Burgess Jun 8, 2020 11:52:00 AM

Why TV Is Still A Good Way To Capture New Business

Most RIAs don't think of television as an effective marketing platform; the advent of the internet and th...
Logan Burgess Jun 3, 2020 1:42:00 PM