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Financial Marketing Insights

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

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Robo-Advisory Clients: A Potential Untapped Market

Not too long ago, robo-advisors seemed poised to upend the financial services industry. Their accessibility and ease of use were major selling points, especially among younger and more tech-savvy clients. But many robo-advisory clients are starting to realize that when it comes to their financial futures, there is a lot of value in being able to connect with a flesh-and-blood advisor who understands their unique financial picture and goals. This article from FA Magazine explains why RIAs could benefit from this shift.

[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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