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Financial Marketing Insights

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

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Why Your Retirement Advice Should Cover More Than Just Money

Many firms view retirement guidance solely as a financial concern. While proper retirement planning does, of course, depend on the right financial guidance, for most clients the financial aspect of retirement is a secondary consideration. What’s more important to them is what life will look like once they retire. 

This article from InvestmentNews explains why there's more to retirement guidance than just money.

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.

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