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Financial Marketing Insights

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

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Acknowledge the Emotional Impact of Market Swings

When the market is in a downturn, your role is as much about providing emotional support as it is offering investing advice. This article from MarketWatch is a great way to show your clients that you're as concerned about their emotional well-being as you are about the performance of their portfolio—and that's how your firm can earn lifetime and even generational business.

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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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