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Financial Marketing Insights

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

Younger Investors Are Losing Faith in the Stock Market

For Generation X and Baby Boomers, the stock market is the best—and safest—way to grow their money o...
Logan Burgess Jan 19, 2023 10:00:00 AM

Use News Events as Teachable Moments in Your Content

In journalism, when an editor is deciding what stories to run, they look for what's called a "news p...
Logan Burgess Jan 12, 2023 10:00:00 AM

Five Post-Pandemic Trends Among Wealthy Investors

High-net-worth and ultra-high-net-worth clients don't always have the same priorities as the average...
Logan Burgess Jan 5, 2023 10:00:00 AM

Foster a Sense of Partnership With Your Firm's Content

Educational content can be a great way to help clients and prospects better understand the finer poi...
Logan Burgess Dec 29, 2022 10:00:00 AM

Older Clients Are a Major Target for Scammers

Scam attempts have risen dramatically since the COVID-19 pandemic began, and despite increased aware...
Logan Burgess Dec 22, 2022 10:00:00 AM

The Next Generation Is Getting Richer

Millennials and Gen Z have done a remarkably good job of accumulating wealth: according to Cerulli A...
Logan Burgess Dec 15, 2022 10:00:00 AM

Retirement Confidence Is Dwindling

According to a recent BlackRock survey, retirement confidence among Americans is down for the first ...
Logan Burgess Dec 8, 2022 10:00:00 AM

The Line Between "Niche" and "Esoteric"

We've talked about focusing your firm's marketing content on specific niches in the past. This artic...
Logan Burgess Dec 1, 2022 10:00:00 AM

Need Content Ideas? Try Reader Questions

Let's face it: there are only so many ways you can discuss a specific financial topic in your conten...
Logan Burgess Nov 24, 2022 10:00:00 AM

Why Many Family Offices Are Going Virtual

Family office offerings are a great way for RIAs to meet the unique and often complex financial need...
Logan Burgess Nov 17, 2022 10:00:00 AM

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