You want your clients to think of your firm as an invaluable wealth management resource. It may seem like a paradox, but sometimes that means focusing less on finance-specific topics and offering more practical advice instead. Whether they realize it or not, your clients' financial futures can be impacted by a lot of other factors besides their investments, and your firm's content can be a great way to remind them of that.
This article from Barron's is a perfect example of content that, while not specifically finance-related, will nonetheless remind your clients that your firm’s guidance extends to all aspects of their financial well-being.
