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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.
Your firm's clients will likely undergo major transitional periods in their lives: marriage, the birth of a child, divorce, retirement, and so on. Those transitions can affect their financial pictures, and it's important that clients are prepared to navigate those changes. This article from MarketWatch is a great example of how your firm's content can help clients manage the financial side of major life events.
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
March 11, 2025
Articles
February 19, 2025
Articles
February 1, 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.