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Financial Marketing Insights

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

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Celebrate Older Americans Month with Age-Specific Content

May is Older Americans Month, and it's a great opportunity to acknowledge your older clients. You can do this directly by publishing a blog post or article about Older Americans Month, or if you prefer a more subtle approach, you can use age-specific content that is more likely to be relevant to them. 

This article on tax-deductible medical expenses is a great example of how to engage a specific segment while still keeping the discussion relevant to your firm's overall audience.

[Read The Article]


Craig Hall
Craig Hall
Craig Hall is founder and president of Marketing Wiz, a financial marketing firm specializing in the independent wealth management space.

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