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Financial Marketing Insights

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

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

How Your Content Can Help Clients Avoid Financial Missteps

No matter how carefully your firm puts together financial strategies for your clients, clients may h...
Logan Burgess Jul 21, 2022 10:00:00 AM

Despite the Rise of Robo-Advisors, Human Advisors Are Still Thriving

Not too long ago, some believed that robo-advisory services represented a changing of the guard: as ...
Logan Burgess Jul 14, 2022 10:00:00 AM

Use Simple, Straightforward Content To Calm Clients During Market Volatility

During periods of market volatility, your firm's clients need to feel reassured that their financial...
Logan Burgess Jul 7, 2022 10:00:00 AM

Why Your Firm Should Be Tracking This Key Metric

If your firm is like most RIAs, you likely keep a close eye on your lead-prospect-client pipeline, a...
Logan Burgess Jul 7, 2022 9:00:00 AM

Why It Pays to Get Involved With Clients' Families Early

According to a new report from Cerulli Associates, 70% of children fire the family wealth advisor on...
Logan Burgess Jun 30, 2022 10:00:00 AM

Why Your Firm Should Discuss Healthcare Options With Clients

Given the high cost of healthcare in retirement, Medicare is often a smart financial move for your c...
Logan Burgess Jun 30, 2022 9:00:00 AM

DIY Investors Aren't Prepared for Market Volatility

DIY investing took off during the COVID-19 pandemic. Apps like Robinhood brought in tens of millions...
Logan Burgess Jun 23, 2022 9:00:00 AM

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