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Financial Marketing Insights

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

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Why It Pays to Get Involved With Clients' Families Early

According to a new report from Cerulli Associates, 70% of children fire the family wealth advisor once the primary client passes away. Their specific reasons for doing so may vary, but ultimately they all boil down to the same underlying cause: they don't know the family advisor, and they don't see a reason to continue working with them. This article from FA Magazine explains why it pays to get involved with clients' children sooner rather than later.

[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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