Articles
April 8, 2024
Articles
March 21, 2024
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.
In light of the recent social unrest, many of our clients have struggled to find a way to address social injustice without overstepping or wading into uncomfortable territory.
Some firms are comfortable tackling these issues head-on, but those that aren't can still address current events through a financial lens. We though this article from MarketWatch offered a good blueprint for discussing challenging topics within the scope of wealth management.
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 8, 2024
Articles
March 21, 2024
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.