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Financial Marketing Insights

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

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Use Content to Remind Clients of Upcoming Financial Changes

Effective financial guidance is about helping clients keep their eye on the bigger picture, but it's important to remember that clients often need reminders about the short-term things too. For example, student loan payments were suspended last year during the COVID-19 crisis to give loan holders some financial relief, but those payments are set to resume on October 1st. This Bloomberg article is a good template for using content to make sure your clients are on top of all aspects of their financial lives.

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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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