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Financial Marketing Insights

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

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How Practical Content Helps Demonstrate Value

You want your clients to think of your firm as an invaluable wealth management resource. It may seem like a paradox, but sometimes that means focusing less on finance-specific topics and offering more practical advice instead. Whether they realize it or not, your clients' financial futures can be impacted by a lot of other factors besides their investments, and your firm's content can be a great way to remind them of that. 

This article from Barron's is a perfect example of content that, while not specifically finance-related, will nonetheless remind your clients that your firm’s guidance extends to all aspects of their financial well-being.

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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