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Financial Marketing Insights

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

Use Content to Help Retiring Clients Leave on a High Note

Some people can't wait to reach retirement, but for others, the transition from work to retirement c...
Logan Burgess Sep 29, 2022 10:00:00 AM

The RIA Industry Is In the Middle of a "Great Talent War"

The "Great Resignation" has impacted all industries, and RIAs are not immune. In this article from W...
Logan Burgess Sep 22, 2022 10:00:00 AM

Use Content to Help Clients Navigate the Financial Terrain in Retirement

Retirement represents a major shift in your clients' lives: the end of their careers, the culminatio...
Logan Burgess Sep 15, 2022 10:00:00 AM

Why Firms Shouldn't Rely on AI Too Much

Artificial intelligence and machine learning are making their way into wealth management. However, c...
Logan Burgess Sep 8, 2022 10:00:00 AM

Use Content to Challenge Your Clients' Assumptions

A key part of the work RIAs do is helping to protect their clients' money, not just from bad investm...
Logan Burgess Sep 1, 2022 10:00:00 AM

Millennials Are More Serious About Money Than Many Firms Realize

There are a lot of myths about millennials, but the most pervasive is that they are generally irresp...
Logan Burgess Aug 25, 2022 10:00:00 AM

How Content Can Help Clients Avoid Tax Surprises

Taxes play a significant role in your clients' financial pictures—in fact, in a 2018 survey from 1st...
Logan Burgess Aug 18, 2022 10:00:00 AM

Why Your Firm Should Embrace Video Marketing

The COVID-19 pandemic forced a shift in the way many businesses operate. For most RIAs, that meant p...
Logan Burgess Aug 11, 2022 10:00:00 AM

Use Your Firm's Content to Provide Important Historical Context

Advisors can't see the future, no matter how much their clients wish they could. But your firm's con...
Logan Burgess Aug 4, 2022 10:00:00 AM

Why Your Firm Should Encourage Clients to Build a Financial Plan

A February survey of 1,000 investors across the U.S. found that 76% of Americans feel overwhelmed by...
Logan Burgess Jul 28, 2022 10:00:00 AM

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