Using Content to Jump-Start Larger Client Discussions
by Craig Hall
May 24, 2021
Some areas of your clients' finances are too large and too complex to effectively address with marketing content, but that doesn't mean those topics should be avoided. Focusing your firm's content on a single area within a larger topic can be an effective way to jump-start a bigger conversation. For example, this article from MarketWatch discusses living wills, which can be a starting point for a bigger estate planning discussion.
