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Financial Marketing Insights

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

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Why Your Content Should Reflect Clients' Unique Lives

RIA clients each have their own unique needs and financial pictures, and as a result, many firms tend to keep their content as broad as possible in hopes of connecting with the largest possible audience. But sometimes, that approach can leave some of your clients feeling overlooked and excluded. Your firm's content doesn't have to cover every possible angle, but as this article from Forbes shows, content that acknowledges your clients' unique lives and goals can be hugely beneficial.

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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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