Financial Marketing Insights

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

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Use Content to Help Retiring Clients Leave on a High Note

Some people can't wait to reach retirement, but for others, the transition from work to retirement can be a rocky one. High-net-worth individuals often have great jobs that are part of the identity, and they're not always as eager to call it quits on their careers. Your firm's content can help them make the shift, and this Kiplinger article is a great example of how to do it.

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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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