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Financial Marketing Insights

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

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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.

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