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Financial Marketing Insights

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

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

How to Engage Younger Investors With Content

With the Great Wealth Transfer underway, engaging younger investors is becoming a growing priority f...
Logan Burgess Jun 16, 2022 9:00:00 AM

A Growing Number of Retirees Are Struggling

You pride yourself on helping clients reach the retirement of their dreams. A significant part of yo...
Logan Burgess Jun 9, 2022 9:00:00 AM

Use Content to Encourage Clients to Take Action

Your firm's clients likely understand that healthcare will be among their biggest costs in retiremen...
Logan Burgess Jun 2, 2022 9:00:00 AM

Get Clients Thinking About Taxes With Content

This year's tax season may be over, but it's never too early for clients to start preparing for next...
Logan Burgess May 26, 2022 9:00:00 AM

Help Clients Transition Into Retirement Using Content

The transition from work to retirement can be a difficult one. Recent retirees often experience feel...
Logan Burgess Apr 28, 2022 10:00:00 AM

How COVID-19 Forced Millennials to Press Pause on Retirement Saving

The financial impact of the COVID-19 pandemic was significant and far-reaching: lockdowns cost milli...
Logan Burgess Apr 21, 2022 10:00:00 AM

Use Content to Address the Gender Retirement Gap

Although we have made significant strides in recent years in closing the financial gender gap, there...
Logan Burgess Apr 14, 2022 10:00:00 AM

Use Content to Address the Needs of Business Owners

Business owners have unique financial needs that often go above and beyond those of a typical client...
Logan Burgess Apr 7, 2022 10:00:00 AM

Robo-Advisory Clients: A Potential Untapped Market

Not too long ago, robo-advisors seemed poised to upend the financial services industry. Their access...
Logan Burgess Mar 31, 2022 2:52:55 PM

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