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Financial Marketing Insights

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

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Use Content to Address the Needs of Business Owners

Business owners have unique financial needs that often go above and beyond those of a typical client. They rely on your firm to protect their financial futures—and since their financial futures are intertwined with the success of their business, it's important for your firm to address the financial aspect of both their personal and business lives. This article from Forbes is a great example of how to do it.

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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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