<img height="1" width="1" style="display:none" src="https://www.facebook.com/tr?id=334210687100723&amp;ev=PageView&amp;noscript=1">

Financial Marketing Insights

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

All Posts

How Content Can Help Clients Remember The Big Picture

During market downturns or times of economic distress, many RIA clients tend to focus on the day-to-day developments — even if that means losing sight of their long-term objectives. In times of uncertainty, your communications can be an effective tool for making sure your clients don’t let short-term volatility throw them off course. 

This article from Barron's is a good example of how you can demonstrate to your clients that you're keeping an eye on their long-term financial goals, even when markets aren't cooperating.

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.

Related Posts

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...
Craig Hall Dec 11, 2020 3:23:00 PM

How Content Can Add Nuance to Your Clients' Financial Knowledge

As far as financial knowledge is concerned, your firm's clients probably run the gamut — some of your cli...
Logan Burgess Dec 2, 2020 3:21:00 PM

Why Niche Marketing Should Be Part of Your Firm's Marketing Strategy

Good marketing content is more than just an effective way to win new clients — it's also a great way to h...
Craig Hall Nov 27, 2020 3:18:00 PM