Financial Marketing Insights

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

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Use Content to Demonstrate the Value of Your Firm's Work

With the rise of self-directed investing platforms, many RIAs are searching for ways to demonstrate their value to prospective clients. But surprisingly, few firms opt for the most straightforward approach: using their marketing content to outline how prospects can benefit from working with them. This article from Forbes is a great example of how to use content to demonstrate the value your firm offers.

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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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