<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

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

While it's always worthwhile to explain the intricacies of investing, wealth management, or retirement planning to your clients, when it comes to your firm's content, sometimes simpler is better. Delivering content that is straightforward and easy to remember makes it easier for your clients to absorb the key message. This Motley Fool article is a good example of how to distill complex information into its simplest form.

[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 Your Firm Should Embrace Video Marketing

The COVID-19 pandemic forced a shift in the way many businesses operate. For most RIAs, that meant pivoti...
Logan Burgess Aug 11, 2022 10:00:00 AM

Use Your Firm's Content to Provide Important Historical Context

Advisors can't see the future, no matter how much their clients wish they could. But your firm's content ...
Logan Burgess Aug 4, 2022 10:00:00 AM

Why Your Firm Should Encourage Clients to Build a Financial Plan

A February survey of 1,000 investors across the U.S. found that 76% of Americans feel overwhelmed by the ...
Logan Burgess Jul 28, 2022 10:00:00 AM