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Financial Marketing Insights

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

Why Your Marketing Should Cover More Than Just Investing

Many RIAs focus their marketing content solely on the services they offer to their clients: retireme...
Logan Burgess May 28, 2020 11:30:00 AM

The Value of Simple Advice in Uncertain Times

The ongoing turmoil in the market is very stressful for investors, and it can be difficult for RIAs ...
Logan Burgess May 25, 2020 6:02:00 PM

Acknowledge the Emotional Impact of Market Swings

When the market is in a downturn, your role is as much about providing emotional support as it is of...
Logan Burgess May 20, 2020 1:30:00 PM

Using Content To Create A Sense of Urgency

A lot of investors treat retirement planning like going to the dentist—they know they should be proa...
Logan Burgess May 8, 2020 8:15:00 AM

5 Tips for Converting Site Visits to New Clients

Your firm's site might get a lot of traffic, but site visits are only half the picture—the other hal...
Logan Burgess May 5, 2020 5:49:00 PM

Using Content To Proactively Address Client Concerns

Under normal circumstances, your marketing efforts should address the needs and concerns of your inv...
Logan Burgess Apr 28, 2020 12:52:00 PM

The Future of Wealth Management: Trends To Consider

The finance industry’s security and compliance standards often means that adopting and rolling out n...
Logan Burgess Apr 24, 2020 10:00:00 AM

Make the Most of Your Marketing Budget During a Crisis

With COVID-19 forcing business cutbacks and closures, firms are tightening their belts by cutting “n...
Logan Burgess Apr 21, 2020 8:00:00 AM

Why You Shouldn't Shy Away From Current Events

Lately, there has been a deluge of economic news, and most of it is bad. When the financial and econ...
Logan Burgess Apr 17, 2020 4:45:00 PM

The Silver Lining: Why Optimism Plays a Key Role in Your Marketing Success

When times are tough and the market is in a downturn, it’s important to acknowledge that things coul...
Logan Burgess Apr 8, 2020 8:00:00 AM

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