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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.
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.
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.