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March 11, 2025
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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.
Not every client wants the same things. Most clients see retirement as their opportunity to travel and spend more time with family, but some of your clients likely have a different view. It's easy to fall into the trap of assuming their target audience shares the same general objectives—but by doing so, you could be missing an opportunity to connect with readers with alternative plans in mind. This Kiplinger article is a great example of why, when it comes to content, the “traditional stories” don’t need to be the only stories that you tell.
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.