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Financial Marketing Insights

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

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Use Content to Help Clients Navigate the Financial Terrain in Retirement

Retirement represents a major shift in your clients' lives: the end of their careers, the culmination of decades of saving, and the beginning of the golden years in their lives. Helping clients prepare for life after work also means keeping them informed about how things will shift once they reach retirement. This Kiplinger article is a great example of how you can use content to prepare clients for an impending change in the way they handle their money.

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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.

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