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Financial Marketing Insights

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

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Remind Clients That Even Small Changes Can Have a Big Impact

Worrying about retirement is a common fear — even for those working with a trusted advisor. Clients who are on track to meet their retirement planning goals can feel as if they aren't doing enough, and sometimes it's useful to remind your clients that even small changes can have a big impact on their long-term financial picture. As this Wall Street Journal article demonstrates, using content to explain simple steps can help ease clients’ fears about the big picture.

[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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