---
title: The Value of Face-to-Face Advice
description: Advisors Must Evolve In Order To Earn Their Clients' Trust
image: https://info.marketingwiz.co/hubfs/iStock-1129810557-1.jpg
---

[![MW_logo](https://info.marketingwiz.co/hubfs/MW_logo.svg) ![MW_logo](https://info.marketingwiz.co/hubfs/MW_logo1-01.svg)](https://www.marketingwiz.co/)

- [Company](https://marketingwiz.co/solutions) 
    - [About Us](https://marketingwiz.co/about/)
    - [Meet the Team](https://marketingwiz.co/team/)
    - [Careers](https://marketingwiz.co/careers/)
- Solutions 
    - [Overview](https://marketingwiz.co/solutions/)
    - [Marketing Strategy](https://marketingwiz.co/solutions/#marketing)
    - [Sales Enablement](https://marketingwiz.co/solutions/#Sales-Enablement)
    - [Design & Web Development](https://marketingwiz.co/solutions/#Design)
    - [Financial Writing](https://marketingwiz.co/solutions/#Financial-Writing)
    - [Marketing Execution](https://marketingwiz.co/solutions/#Marketing-Execution)
    - [Client Portal](https://marketingwiz.co/portal/)
    - [MW Connect App](https://marketingwiz.co/connect-app/)
- Resources 
    - [Blog](https://info.marketingwiz.co/blogs)
    - [White Papers](https://marketingwiz.co/downloads/)
- [Connect](https://marketingwiz.co/contact/)

[Client Portal](https://app.marketingwiz.co/)

![hero bg](https://info.marketingwiz.co/hubfs/team-banner-2048x1075.jpeg)

![hero bg](https://info.marketingwiz.co/hubfs/team-banner-2048x1075.jpeg)

# The Value of Face-to-Face Advice

- by Logan Burgess
- February 3, 2020

![](https://info.marketingwiz.co/hubfs/iStock-1129810557-1.jpg)

Driven by younger investors, robo-advisors are steadily increasing in popularity. Many of our clients recognize that demonstrating the benefits of personalized financial guidance needs to be a big part of their marketing strategy.

This article from Wealth Management explains why adapting to market dynamics can help your firm demonstrate its unique value to your clients.

[![read the article](https://no-cache.hubspot.com/cta/default/2410978/20681ade-b1f6-4c4a-b024-8e7894eb7350.png)](https://cta-redirect.hubspot.com/cta/redirect/2410978/20681ade-b1f6-4c4a-b024-8e7894eb7350)

![Logan Burgess](https://app.hubspot.com/settings/avatar/0db5cbff1fa8fd966bbdd3988eecb66b)

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.

- <https://www.linkedin.com/in/logan-burgess-51725588/>

<https://info.marketingwiz.co/blogs/june-2026-article-alert> ![image](https://info.marketingwiz.co/hubfs/June%20%202026%20Article%20Alert.png)

Articles

#### [June 2026 Article Alert](https://info.marketingwiz.co/blogs/june-2026-article-alert)

June 29, 2026

<https://info.marketingwiz.co/blogs/may-2026-article-alert> ![image](https://info.marketingwiz.co/hubfs/May%202026%20Article%20Alert.png)

Articles

#### [May 2026 Article Alert](https://info.marketingwiz.co/blogs/may-2026-article-alert)

May 14, 2026

<https://info.marketingwiz.co/blogs/ai-hype-or-not-faster-than-the-internet> ![image](https://info.marketingwiz.co/hubfs/Thought%20Leadership%20Articles/AI%20Hype%20or%20Not%20-%20Faster%20Than%20the%20Internet/AI%20Hype%20or%20Not%20D%201200x628.png)

#### [AI Hype or Not: Faster Than the Internet](https://info.marketingwiz.co/blogs/ai-hype-or-not-faster-than-the-internet)

April 16, 2026

![bgi](https://info.marketingwiz.co/hubfs/image-9.jpg)

![bgim](https://info.marketingwiz.co/hubfs/image-9-mobile.jpg)

## 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.

Join The Team

[![logo](https://info.marketingwiz.co/hubfs/image-15.png)](https://marketingwiz.co/)

- [*![soc icon](https://info.marketingwiz.co/hubfs/image-5.svg)*](https://www.linkedin.com/company/marketingwiz/)
- [*![soc icon](https://info.marketingwiz.co/hubfs/image-6-b-2.svg)*](https://x.com/itmarketingwiz)

- [About Us](https://marketingwiz.co/about/)
- [White Papers](https://marketingwiz.co/downloads/)
- [Solutions](https://marketingwiz.co/solutions/)
- [Blog](https://info.marketingwiz.co/blogs)
- [Meet The Team](https://marketingwiz.co/team/)
- [Contact Us](https://marketingwiz.co/contact/)
- [Careers](https://marketingwiz.co/careers/)

Get the latest trends and insights impacting marketing, branding, and growth for RIAs, sent to your inbox.

- © 2026 Marketing Wiz
- Privacy policy