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Financial Marketing Insights

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

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Use Content to Help Clients Make Informed Decisions

Your firm is there to help guide clients, but sometimes clients make decisions that can impact their long-term goals—without consulting with their advisor first. Your firm's content can help give clients the information they need to make informed financial decisions, as well as make them aware of key considerations they should keep in mind. This Forbes article is a great example that looks at just one example: withdrawals from a 401(k).

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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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