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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.
Effective financial guidance is about helping clients keep their eye on the bigger picture, but it's important to remember that clients often need reminders about the short-term things too. For example, student loan payments were suspended last year during the COVID-19 crisis to give loan holders some financial relief, but those payments are set to resume on October 1st. This Bloomberg article is a good template for using content to make sure your clients are on top of all aspects of their financial lives.
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 21, 2024
Articles
December 1, 2023
Articles
November 16, 2023
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.