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.
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.
