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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.
A February survey of 1,000 investors across the U.S. found that 76% of Americans feel overwhelmed by the thought of creating a financial plan, and 56% believe life is too uncertain for a financial plan to have any value. This article from RIA Intel offers some great insights that can help your firm effectively communicate the value of financial planning to your clients and prospects.
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
November 8, 2024
Articles
September 8, 2024
Articles
June 7, 2024
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.