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Financial Marketing Insights

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

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Show Clients How to Save Money with Content

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.

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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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