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Financial Marketing Insights

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

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Why Your Firm Might Not Want to Go All-In On Virtual Client Meetings

After a year of video calls and telephone meetings, we've all become accustomed to doing business virtually; in fact, a number of organizations are transitioning to operational models that prioritize virtual meetings over face-to-face contact. Your firm may be tempted to follow this trend, but when it comes to their finances, some of your clients might prefer in-person discussions. This article from RIA Intel explains why you may want to think twice about focusing on virtual meetings.

[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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