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Financial Marketing Insights

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

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Marketing Your Firm in a Post-COVID World

The COVID-19 pandemic changed the way many RIAs market to prospective clients — and based on how audiences have responded, it's clear that many of these marketing changes are here to stay. This article from FA Magazine highlights how the pandemic nudged RIAs into the digital age, and how this may influence your outreach.

[Read The Article]

 

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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