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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.
Your clients will inevitably experience difficult moments in their lives—and when those moments arise, they may not be thinking about their financial picture. Your firm's content can help provide the guidance they need to effectively navigate challenging periods, and it can also be a great reminder of your commitment to your clients' well-being. This article from Kiplinger is a great example.
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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September 8, 2024
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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.