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Financial Marketing Insights

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

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.

Recent Posts:

Younger Investors Are Losing Faith in the Stock Market

For Generation X and Baby Boomers, the stock market is the best—and safest—way to grow their money o...
Logan Burgess Jan 19, 2023 10:00:00 AM

Use News Events as Teachable Moments in Your Content

In journalism, when an editor is deciding what stories to run, they look for what's called a "news p...
Logan Burgess Jan 12, 2023 10:00:00 AM

Five Post-Pandemic Trends Among Wealthy Investors

High-net-worth and ultra-high-net-worth clients don't always have the same priorities as the average...
Logan Burgess Jan 5, 2023 10:00:00 AM

Foster a Sense of Partnership With Your Firm's Content

Educational content can be a great way to help clients and prospects better understand the finer poi...
Logan Burgess Dec 29, 2022 10:00:00 AM

Older Clients Are a Major Target for Scammers

Scam attempts have risen dramatically since the COVID-19 pandemic began, and despite increased aware...
Logan Burgess Dec 22, 2022 10:00:00 AM

The Next Generation Is Getting Richer

Millennials and Gen Z have done a remarkably good job of accumulating wealth: according to Cerulli A...
Logan Burgess Dec 15, 2022 10:00:00 AM

Retirement Confidence Is Dwindling

According to a recent BlackRock survey, retirement confidence among Americans is down for the first ...
Logan Burgess Dec 8, 2022 10:00:00 AM

The Line Between "Niche" and "Esoteric"

We've talked about focusing your firm's marketing content on specific niches in the past. This artic...
Logan Burgess Dec 1, 2022 10:00:00 AM

Need Content Ideas? Try Reader Questions

Let's face it: there are only so many ways you can discuss a specific financial topic in your conten...
Logan Burgess Nov 24, 2022 10:00:00 AM

Why Many Family Offices Are Going Virtual

Family office offerings are a great way for RIAs to meet the unique and often complex financial need...
Logan Burgess Nov 17, 2022 10:00:00 AM

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