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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:

Use Content to Remind Clients of Upcoming Financial Changes

Effective financial guidance is about helping clients keep their eye on the bigger picture, but it's...
Logan Burgess Sep 21, 2021 10:00:00 AM

Why Now is the Perfect Time to Target Younger Clients

COVID-19 has made your firm's older clients think more about their financial legacies, but that's no...
Logan Burgess Sep 14, 2021 10:00:00 AM

Help Clients Understand The Big Picture With Content

Many RIAs focus solely on the client as an individual, but there are a lot of external forces that c...
Logan Burgess Sep 7, 2021 10:00:00 AM

Use Content To Remind Clients Why They Save

Your content doesn't always have to focus on the nuts and bolts of wealth management or retirement p...
Logan Burgess Aug 9, 2021 9:00:00 AM

How Digital Disruption Can Help Your Firm

Do in part to regulatory restrictions, the financial industry can lag in out-of-the-box thinking whe...
Logan Burgess Aug 2, 2021 9:00:00 AM

Give Clients the Broad Strokes with "Rule of Thumb" Content

While it's always worthwhile to explain the intricacies of investing, wealth management, or retireme...
Logan Burgess Jul 26, 2021 9:00:00 AM

Use Content to Focus on Self-Employed Individuals

The number of people in the workforce who are self-employed or contractors is growing, and many of t...
Logan Burgess Jul 5, 2021 9:00:00 AM

How COVID-19 Has Changed Advisors And Clients

COVID-19 has changed the way many RIAs do business with their clients, as well as how firms market t...
Logan Burgess Jun 21, 2021 9:00:00 AM

Offer Multiple Perspectives With A Roundtable

Blog posts and articles are a great way to engage with your clients and prospects, but if your conte...
Logan Burgess Jun 7, 2021 9:00:00 AM

Marketing Your Firm in a Post-COVID World

The COVID-19 pandemic changed the way many RIAs market to prospective clients — and based on how aud...
Logan Burgess May 31, 2021 9:00:00 AM

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