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Financial Marketing Insights

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

How Your Content Can Help Clients Avoid Financial Missteps

No matter how carefully your firm puts together financial strategies for your clients, clients may h...
Logan Burgess Jul 21, 2022 10:00:00 AM

Despite the Rise of Robo-Advisors, Human Advisors Are Still Thriving

Not too long ago, some believed that robo-advisory services represented a changing of the guard: as ...
Logan Burgess Jul 14, 2022 10:00:00 AM

Use Simple, Straightforward Content To Calm Clients During Market Volatility

During periods of market volatility, your firm's clients need to feel reassured that their financial...
Logan Burgess Jul 7, 2022 10:00:00 AM

Why Your Firm Should Be Tracking This Key Metric

If your firm is like most RIAs, you likely keep a close eye on your lead-prospect-client pipeline, a...
Logan Burgess Jul 7, 2022 9:00:00 AM

Why It Pays to Get Involved With Clients' Families Early

According to a new report from Cerulli Associates, 70% of children fire the family wealth advisor on...
Logan Burgess Jun 30, 2022 10:00:00 AM

Why Your Firm Should Discuss Healthcare Options With Clients

Given the high cost of healthcare in retirement, Medicare is often a smart financial move for your c...
Logan Burgess Jun 30, 2022 9:00:00 AM

DIY Investors Aren't Prepared for Market Volatility

DIY investing took off during the COVID-19 pandemic. Apps like Robinhood brought in tens of millions...
Logan Burgess Jun 23, 2022 9:00:00 AM

How to Engage Younger Investors With Content

With the Great Wealth Transfer underway, engaging younger investors is becoming a growing priority f...
Logan Burgess Jun 16, 2022 9:00:00 AM

A Growing Number of Retirees Are Struggling

You pride yourself on helping clients reach the retirement of their dreams. A significant part of yo...
Logan Burgess Jun 9, 2022 9:00:00 AM

Use Content to Encourage Clients to Take Action

Your firm's clients likely understand that healthcare will be among their biggest costs in retiremen...
Logan Burgess Jun 2, 2022 9:00:00 AM

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