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Financial Marketing Insights

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

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Get Clients Thinking About Taxes With Content

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.

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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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