Help Clients Understand the Value of Planning Flexibility with Content
by Logan Burgess
March 3, 2022
There's such a thing as over-planning. A good financial strategy covers all the bases, but it can be easy for clients to trick themselves into thinking there's a strategy for everything—and when they do, they can struggle to adapt to changing market or economic conditions. Your content can help remind clients of the value of flexibility when it comes to their financial strategy, and this article from Forbes is a perfect example of how to do it.
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.