<img height="1" width="1" style="display:none" src="https://www.facebook.com/tr?id=334210687100723&amp;ev=PageView&amp;noscript=1">

Financial Marketing Insights

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

All Posts

Use Your Firm's Content to Provide Important Historical Context

Advisors can't see the future, no matter how much their clients wish they could. But your firm's content doesn't have to show clients the future to be useful; instead, consider showing them the past. This article from Forbes is a great example of how your content can provide important historical context for current events in the market.

[Read The Article]

 

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.

Related Posts

Why Your Firm Should Embrace Video Marketing

The COVID-19 pandemic forced a shift in the way many businesses operate. For most RIAs, that meant pivoti...
Logan Burgess Aug 11, 2022 10:00:00 AM

Use Your Firm's Content to Provide Important Historical Context

Advisors can't see the future, no matter how much their clients wish they could. But your firm's content ...
Logan Burgess Aug 4, 2022 10:00:00 AM

Why Your Firm Should Encourage Clients to Build a Financial Plan

A February survey of 1,000 investors across the U.S. found that 76% of Americans feel overwhelmed by the ...
Logan Burgess Jul 28, 2022 10:00:00 AM