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Financial Marketing Insights

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

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Why Now is the Perfect Time to Target Younger Clients

COVID-19 has made your firm's older clients think more about their financial legacies, but that's not the only impact the pandemic has had on the financial landscape. Younger generations overwhelmingly recognize the importance of building a long-term financial strategy — and they're eager to get started as soon as possible. This article from FA Magazine explains why there's no better time for your firm to start targeting younger clients.

[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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