<img height="1" width="1" style="display:none" src="https://www.facebook.com/tr?id=334210687100723&amp;ev=PageView&amp;noscript=1">

Financial Marketing Insights

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

All Posts

Use Content to Encourage Clients to Take Action

Your firm's clients likely understand that healthcare will be among their biggest costs in retirement, but do they understand just how much they'll need saved to cover those costs? According to new research from Fidelity Investments, the average cost of healthcare throughout retirement rose 5% from 2021 to 2022—and it's nearly double what it was 20 years ago. Your firm's content can be a great way to encourage clients to take action on key financial planning topics, and this article from Money is a perfect example of how to do it.

[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.

Related Posts

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 of n...
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 for RI...
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 your fi...
Logan Burgess Jun 9, 2022 9:00:00 AM