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Financial Marketing Insights

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

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What Do Clients in Their Thirties Want?

For many of our clients, bringing in younger clients is a priority. But younger clients have different goals and financial pictures — in order to effectively market your firm, it's important to understand what they're looking for in an advisory relationship. This article from RIA Intel offers a great primer on what clients in their thirties want from a potential advisor.

[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.

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