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Financial Marketing Insights

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

Younger Generations Lead Uptick in Investor Confidence

Despite an up-and-down market in the last year, investor confidence is on the rise. Surprisingly, th...
Logan Burgess Oct 19, 2021 10:00:00 AM

Why Your Firm Might Not Want to Go All-In On Virtual Client Meetings

After a year of video calls and telephone meetings, we've all become accustomed to doing business vi...
Logan Burgess Oct 12, 2021 10:00:00 AM

Show Clients How to Save Money with Content

Your clients aren't just expecting your firm to help them accumulate money for retirement or their l...
Logan Burgess Oct 5, 2021 10:00:00 AM

What Do Clients in Their Thirties Want?

For many of our clients, bringing in younger clients is a priority. But younger clients have differe...
Logan Burgess Sep 28, 2021 10:00:00 AM

Use Content to Remind Clients of Upcoming Financial Changes

Effective financial guidance is about helping clients keep their eye on the bigger picture, but it's...
Logan Burgess Sep 21, 2021 10:00:00 AM

Why Now is the Perfect Time to Target Younger Clients

COVID-19 has made your firm's older clients think more about their financial legacies, but that's no...
Logan Burgess Sep 14, 2021 10:00:00 AM

Help Clients Understand The Big Picture With Content

Many RIAs focus solely on the client as an individual, but there are a lot of external forces that c...
Logan Burgess Sep 7, 2021 10:00:00 AM

Use Content To Remind Clients Why They Save

Your content doesn't always have to focus on the nuts and bolts of wealth management or retirement p...
Logan Burgess Aug 9, 2021 9:00:00 AM

How Digital Disruption Can Help Your Firm

Do in part to regulatory restrictions, the financial industry can lag in out-of-the-box thinking whe...
Logan Burgess Aug 2, 2021 9:00:00 AM

Give Clients the Broad Strokes with "Rule of Thumb" Content

While it's always worthwhile to explain the intricacies of investing, wealth management, or retireme...
Logan Burgess Jul 26, 2021 9:00:00 AM

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