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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.
Although we have made significant strides in recent years in closing the financial gender gap, there's still plenty of work left to do. Many of the RIAs we work with are making a concerted effort to focus on women investors, and content plays a big role in demonstrating that your firm understands the unique financial challenges women face. This article from Barron's about the "motherhood penalty" is a great example of how to do it.
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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September 8, 2024
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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.