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Financial Marketing Insights

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

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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.

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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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