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November 8, 2024
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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.
Scam attempts have risen dramatically since the COVID-19 pandemic began, and despite increased awareness, criminals are still finding ways to perpetrate fraud. Their target of choice is older Americans—and they may include your firm's clients. This Barron's article examines the surge in scam attempts against older people.
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.
Articles
November 8, 2024
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September 8, 2024
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June 7, 2024
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.