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FINRA-Reviewed Tax Planning Content

The best marketing content for financial advisors draws UHNWIs and the mass affluent by offering tax and investment tips that actually save thousands of dollars.


This article is an example of how a weekly stream of FINRA-reviewed emails and tweets can generate leads for advisors and educate an advisor's clients.


After the SECURE Act was signed, did you send emails, articles, and tweets about the 10-day window of opportunity between December 21, 2019 and January 1, 2020? Subscribers to our weekly content stream did!


The four situations spelled out in this article have lost their immediate urgency, but our content stream continually beats out the national financial media. It also clearly outshines the FINRA- reviewed content from competing advisor website companies . Email marketing and social content for advisors continually requires instant analysis of tax and investment news.


In a nutshell, thought leadership and presenting yourself as a cutting-edge thought leader delivers the best marketing content for financial advisors.



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Exploiting SECURE Act Before 2019 Ends

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