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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.

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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.


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