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Financial Marketing Insights

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

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Offer Multiple Perspectives With A Roundtable

Blog posts and articles are a great way to engage with your clients and prospects, but if your content is all presented the same way, it can be easy for readers to gloss over it. In order for your content to have an impact, it needs to be as visually engaging as it is insightful, and the way the content is presented can make a big difference in terms of reader engagement. 

Roundtable discussions are a great alternative to traditional blog posts: not only are they visually unique, but they also create an opportunity for multiple advisors at your firm to get involved in the discussion. This Star Tribune article is a great example of a compelling roundtable discussion.

[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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