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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.
Your clients aren't just expecting your firm to help them accumulate money for retirement or their long-term financial goals — they're also expecting you to help them spot opportunities to save money. As this Kiplinger article shows, your content can be a great way to highlight money-saving opportunities for your clients.
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
April 1, 2025
Articles
March 11, 2025
Articles
February 19, 2025
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.