<img height="1" width="1" style="display:none" src="https://www.facebook.com/tr?id=334210687100723&amp;ev=PageView&amp;noscript=1">
hero bg
hero bg

Older Clients Are a Major Target for Scammers

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.

[Read The Article]


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.


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.