



Articles
April 1, 2025
Articles
March 11, 2025
Articles
February 19, 2025


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.
As far as financial knowledge is concerned, your firm's clients probably run the gamut — some of your clients understand the principles of investing and wealth management better than others. As their advisor, part of your firm's responsibility to your clients is to help educate them and empower them to make smart financial decisions on their own. This article from Kiplinger is a great example of educating your clients by showing them that even a basic principle of wealth management like "save as much money as you can" isn't quite so simple.
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.