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Financial Marketing Insights

Resources for financial marketers, independent wealth managers, and CMOs.

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How Your Content Can Help Clients Avoid Financial Missteps

No matter how carefully your firm puts together financial strategies for your clients, clients may have to execute some of that strategy effectively in order to achieve their financial objectives—and it’s in the execution phase where a lot of missteps are made. This article from Kiplinger is a great example of how your firm can use content to help clients understand how even a minor misstep can impact their financial strategy.

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Logan Burgess
Logan Burgess
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.

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