<img height="1" width="1" style="display:none" src="https://www.facebook.com/tr?id=334210687100723&amp;ev=PageView&amp;noscript=1">
hero bg
hero bg

Use Content to Challenge Your Clients' Assumptions

A key part of the work RIAs do is helping to protect their clients' money, not just from bad investments and planning choices, but from theft and outright fraud. Your firm's content is a great way to highlight cybersecurity threats and keep clients aware of the latest scams, but if your clients believe they're too clever to fall for a scam, your content might not resonate. This article from Forbes is a good example of how to challenge your clients' assumptions about themselves.

[Read The Article]


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.


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.