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Financial Marketing Insights

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

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Show Your Clients the Value of Peace of Mind with Content

Your clients have a number of long-term financial objectives, such as a comfortable retirement, a robust estate, minimizing tax burdens, and so on. These are all worthwhile objectives on their own, but adding them all together allows your clients to get what they're really looking for: peace of mind. 

This article from AARP is a good example of how to remind your clients that the money itself is not the goal — it's the peace of mind that money affords them.

[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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