How Content Can Help Clients Navigate Life Changes
by Logan Burgess
April 25, 2023
Your firm's clients will likely undergo major transitional periods in their lives: marriage, the birth of a child, divorce, retirement, and so on. Those transitions can affect their financial pictures, and it's important that clients are prepared to navigate those changes. This article from MarketWatch is a great example of how your firm's content can help clients manage the financial side of major life events.
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.