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Financial Marketing Insights

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

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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 can influence your clients' ability to financially prepare for the future. Making sure your clients understand the big picture — and more importantly, their role in it — is key to effective financial education and demonstrating to your clients that your firm is aware of all the moving pieces. This Forbes article on inflation is a great example of how to do it.

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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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