Financial Marketing Insights

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

All Posts

Why Many Family Offices Are Going Virtual

Family office offerings are a great way for RIAs to meet the unique and often complex financial needs of UHNW individuals and families, and it's no surprise that the number of family offices has increased in recent years. But family offices require more staff to run effectively—and a strained labor market has made hiring a challenge. Some RIAs think they've found a solution: the virtual family office. This article from FA Magazine explains.

[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

The Line Between "Niche" and "Esoteric"

We've talked about focusing your firm's marketing content on specific niches in the past. This article fr...
Logan Burgess Dec 1, 2022 10:00:00 AM

Need Content Ideas? Try Reader Questions

Let's face it: there are only so many ways you can discuss a specific financial topic in your content bef...
Logan Burgess Nov 24, 2022 10:00:00 AM

Why Many Family Offices Are Going Virtual

Family office offerings are a great way for RIAs to meet the unique and often complex financial needs of ...
Logan Burgess Nov 17, 2022 10:00:00 AM