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Financial Marketing Insights

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

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

While it's always worthwhile to explain the intricacies of investing, wealth management, or retirement planning to your clients, when it comes to your firm's content, sometimes simpler is better. Delivering content that is straightforward and easy to remember makes it easier for your clients to absorb the key message. This Motley Fool article is a good example of how to distill complex information into its simplest form.

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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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