<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

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.

Related 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 d...
Logan Burgess Sep 21, 2020 8:58:00 AM

When It Comes To Client Concerns, Listening Is Key

Many firms believe that the key to client happiness and retention is being able to quickly and efficientl...
Logan Burgess Sep 17, 2020 9:30:00 AM

Don't Just Help Clients Weather The Storm — Help Them Prepare For It

As an advisor, your firm's job is to help your clients reach their financial goals. Unfortunately, even t...
Logan Burgess Sep 14, 2020 10:45:00 AM