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Financial Marketing Insights

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

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The Inbound Marketing Methodology

On a recent podcast, we spent 15 minutes discussing inbound marketing at a high-level, how firms are implementing this strategy, and the potential staying-power of the inbound mindset. If you are already familiar with inbound - jump right into the podcast.

If this is your first time exploring the topic, we recommend first reading our short explanation of the inbound methodology before circling back to the podcast.


What is inbound marketing?

Inbound marketing is a communications mindset which relies on prospects finding your firm rather than your firm bringing a message to prospects. In any inbound marketing campaign, content is king - as prospects only have the incentive to learn more about companies which provide educational, insightful, and actionable information. 

This represent a shift from traditional marketing, which has largely relied on outbound strategies to reach new prospects and customers.

Examples of Inbound Marketing

  • White papers on an important topic
  • Blog posts which inform and educate readers
  • Social media posts which provide valuable information

Examples of Outbound Marketing

  • Billboards promoting a product or service
  • E-mail blasts to purchased lists
  • Cold-calling campaigns

Listen to this week's Marketing Wiz podcast to hear our full discussion on the inbound methodology and how financial firms are leveraging the approach.



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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