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Financial Marketing Insights

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

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Use Marketing Content to Highlight Important Planning Topics

Your clients don't just rely on your firm to provide guidance when they ask for it, they also rely on you to keep them informed about developments that could impact their planning or wealth management. Your content can be used to highlight important planning topics with potentially significant financial implications to your clients. This Forbes article is a great example of how to break down a complex topic into simple, actionable pieces.

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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