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Financial Marketing Insights

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

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Put A Financial Spin On Current Events With Your Content

Your firm likely has a diverse client base — especially when it comes to their political leanings. Many RIAs avoid discussing politics in their marketing for fear they will alienate some clients; however, not discussing political developments that could impact clients' wealth management strategies can give your clients the impression that you may be avoiding the so-called “elephant in the room.” 

This Forbes article is a good example of how to navigate the political minefield while still keeping your clients informed.

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.

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