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Financial Marketing Insights

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

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A Growing Number of Retirees Are Struggling

You pride yourself on helping clients reach the retirement of their dreams. A significant part of your firm's work involves helping clients financially prepare for life after their careers, but simply having enough money saved doesn't automatically guarantee a happy retirement. According to a new study from Edward Jones, nearly one-third of retirees (31%) are struggling to find purpose in retirement. This article from MarketWatch highlights how your content can convey to clients that your firm is invested in their financial and emotional well-being.

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Logan Burgess
Logan Burgess
Logan Burgess is the lead financial copywriter at Marketing Wiz. In this role, he provides independent financial brands with conversational, educational, and actionable written content to engage advisors, clients, and prospects.

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