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Financial Marketing Insights

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

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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.

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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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