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Financial Marketing Insights

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

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Why Your Firm Should Encourage Clients to Build a Financial Plan

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.

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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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