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Financial Marketing Insights

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

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Don't Just Help Clients Weather The Storm — Help Them Prepare For It

As an advisor, your firm's job is to help your clients reach their financial goals. Unfortunately, even the most conservative financial plans carry risk, and every firm has had to help clients navigate their uncertainty and fear during a market downturn. 

But your firm can do more than just guide clients through challenging times — your content can help clients prepare for those times by outlining what they can expect. This article from Retirement Researcher is a good example of how to help clients "emotion-proof" their investments in the event of market volatility.

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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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