With the Great Wealth Transfer underway, engaging younger investors is becoming a growing priority for RIAs. There is no shortage of articles explaining how to connect with Millennial/Gen Z prospects, and while those articles are certainly useful, sometimes the simplest thing to do is speak directly to young investors with your firm's content. This Barron's article is a great example of how to do it.
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.