See draft doc – https://docs.google.com/document/d/1Lto_ro0GFwDeANv0em7SyeRgjbcfPuGWNn0J55966aM/edit?tab=t.0
Do you own or manage marketing for a wealth management or financial advising/planning firm?
One of my big takeaways from working in this field on the marketing side of things has been really unpacking the terminology and compliance in the field.
In a way, wealth management and financial planning topics are the perfect match for SEO and content marketing – because there’s a long consideration phase for the prospect and it’s essentially a content marketing information war between different firms.
But, if you’re a small firm, should you be fighting wars against Morgan Stanley and Fisher Investments?
No. You’ve got to pick your battle!
Think local, regional, or national – depending on your level.
If you’re a local wealth management firm, you’re fighting a local battle.
You’re
