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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.
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.
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
March 11, 2025
Articles
February 19, 2025
Articles
February 1, 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.