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Great people make it possible
Our team knows the RIA space, but we also like to think outside the box. This means that we have the experience to do things different.
This year's tax season may be over, but it's never too early for clients to start preparing for next year. In fact, the earlier clients get started laying the groundwork for reducing their tax burden, the more effective they'll be—and your firm's content can be a great reminder of that.
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.
Articles
April 1, 2025
Articles
March 11, 2025
Articles
February 19, 2025
Our team knows the RIA space, but we also like to think outside the box. This means that we have the experience to do things different.