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Financial Marketing Insights

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

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Help Clients Transition Into Retirement Using Content

The transition from work to retirement can be a difficult one. Recent retirees often experience feelings of aimlessness in the early years of retirement, and it can keep them from fully enjoying the golden years they worked so hard to save and prepare for. But just as your firm helps clients save for retirement, you can also help facilitate the transition into retirement, and your content is a great place to start. This Kiplinger article is a perfect example of the kind of content you should consider for your clients.

[Read The Article]

 

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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