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Financial Marketing Insights

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

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Make the Most of Your Marketing Budget During a Crisis

With COVID-19 forcing business cutbacks and closures, firms are tightening their belts by cutting “non-essential” costs across the board. Too often, the marketing budget is one of the first cuts firms make. As we’ve noted before, your clients need to hear more from you during times of crisis, not less. 

Fortunately, as this article from Advisor Perspectives explains, there are ways to keep your marketing going. While they’re not an ideal long-term solution, they’re useful for keeping in touch with your clients during a challenging environment.

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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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