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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 Why They Save

Your content doesn't always have to focus on the nuts and bolts of wealth management or retirement planning. Sometimes it can be just as useful to remind clients of the big picture: what are they saving for? 

This article from US News is a great example of how content can remind clients what they're working towards.

[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.

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