<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 Proactively Address Client Concerns

Under normal circumstances, your marketing efforts should address the needs and concerns of your investor personas. But the COVID-19 pandemic has likely had a significant impact on many of your clients’ wealth management strategies; more importantly, many of your clients likely have similar questions that can be effectively addressed through messaging.

During an economic crisis, topics that were once “niche” might address issues for a number of your investor personas. This Barron’s article is an excellent example of how your firm can address a specialized topic through your marketing content.

read the article

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.

Related Posts

Why It’s Okay to Circle Back on Old Content

Marketing content is a great way for RIAs to keep their clients up to speed on the latest financial devel...
Logan Burgess Jun 30, 2020 4:30:00 PM

Marketing Content: Why Bigger Isn’t Always Better

Broadly speaking, your marketing content should resonate with as large a portion of your target audience ...
Logan Burgess Jun 25, 2020 1:09:00 PM

Why Your Content Should Go Beyond Numbers

As any successful RIA knows, the backbone of a firm's longevity is trust. Clients need to trust that your...
Logan Burgess Jun 24, 2020 1:12:00 PM