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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.
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.
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.