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Financial Marketing Insights

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

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How Your Content Can Help Clients Think (Very) Long-Term

As an RIA, you're used to looking ahead at your clients' financial futures. But your content doesn't have to stop with your clients' futures — it can take a generational approach as well. 

Thinking generationally not only reassures your clients that you're looking out for them and future generations, but it can also kick-start a conversation about longer-term planning. This article from Forbes is a great example of how to help your clients look further into the future.

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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