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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.
COVID-19 has made your firm's older clients think more about their financial legacies, but that's not the only impact the pandemic has had on the financial landscape. Younger generations overwhelmingly recognize the importance of building a long-term financial strategy — and they're eager to get started as soon as possible. This article from FA Magazine explains why there's no better time for your firm to start targeting younger clients.
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
April 1, 2025
Articles
March 11, 2025
Articles
February 19, 2025
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.