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Financial Marketing Insights

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

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Why Your Marketing Should Cover More Than Just Investing

Many RIAs focus their marketing content solely on the services they offer to their clients: retirement planning, estate planning, investing, and so on. But offering sound financial advice means looking at the whole picture.

Your advice and guidance helps your clients achieve financial security, but too many firms focus on the long-term items and overlook the day-to-day habits that can make or break a financial plan. This article from MarketWatch is a great example of how to demonstrate to your clients that you’re keeping their total financial picture in mind—not just the parts your firm manages directly.

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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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