<img height="1" width="1" style="display:none" src="https://www.facebook.com/tr?id=334210687100723&amp;ev=PageView&amp;noscript=1">

Financial Marketing Insights

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

All Posts

Using Content to Jump-Start Larger Client Discussions

Some areas of your clients' finances are too large and too complex to effectively address with marketing content, but that doesn't mean those topics should be avoided. Focusing your firm's content on a single area within a larger topic can be an effective way to jump-start a bigger conversation. For example, this article from MarketWatch discusses living wills, which can be a starting point for a bigger estate planning discussion.

[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.

Related Posts

Social Media Marketing: Why Authenticity Matters

No matter how meticulously you plan your social media marketing strategy, it's unlikely to succeed withou...
Craig Hall Jun 14, 2021 9:00:00 AM

Offer Multiple Perspectives With A Roundtable

Blog posts and articles are a great way to engage with your clients and prospects, but if your content is...
Logan Burgess Jun 7, 2021 9:00:00 AM

Marketing Your Firm in a Post-COVID World

The COVID-19 pandemic changed the way many RIAs market to prospective clients — and based on how audience...
Logan Burgess May 31, 2021 9:00:00 AM