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Financial Marketing Insights

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

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The Value of Evergreen Content

Many RIAs focus on delivering reactive content to their clients; that is, content that highlights or explains a new development in the markets that might impact their clients. While this information is important, markets can change so quickly that it might not be valuable to your clients for long. 

We suggest focusing some of your messaging on "evergreen" content; that is, content that's not tied to a specific event or development that your clients can revisit regularly. This Forbes article on 10 steps investors should take now if they're a decade from retirement is a great example of evergreen content that serves as a reminder of the value you offer to your clients.

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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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