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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.
Retirement represents a major shift in your clients' lives: the end of their careers, the culmination of decades of saving, and the beginning of the golden years in their lives. Helping clients prepare for life after work also means keeping them informed about how things will shift once they reach retirement. This Kiplinger article is a great example of how you can use content to prepare clients for an impending change in the way they handle their money.
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.