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Financial Marketing Insights

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

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The Silver Lining: Why Optimism Plays a Key Role in Your Marketing Success

When times are tough and the market is in a downturn, it’s important to acknowledge that things could be better. At the same time, however, you don’t want to become so “doom-and-gloom” that your clients feel hesitation before opening an email from the firm.

Your clients rely on you to be on the lookout for opportunities — especially when economic turmoil makes them difficult to spot. This Barron’s article is a great example of how to strike a balance between acknowledging current events while still giving your clients reason to be hopeful.

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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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