Welcome to Wealth Matters Consulting’s 3 Minute Marketer series – your rapid-fire resource for mastering wealth management marketing and communications. Discover essential insights in three minutes or less as we tackle the most pertinent topics for busy wealth managers. Our CEO and founder, Rosemary Denney, shares tips gained from decades of working with the most prominent and successful firms, providing you with the resources to deepen client relationships and grow your business.

Over the past few episodes, we have discussed the importance of advanced strategizing and planning when it comes to marketing – especially with 2024 right around the corner! With the new year officially one year away, we cannot stress the importance of creating a well-thought-out content calendar. A set cadence of content for the entire year makes the marketing process easier and more successful.

In this video, Rosemary explains the seven reasons why wealth advisors should prepare a content calendar for 2024. These reasons include:

  1. Consistency
  2. Client Engagement
  3. Empowerment
  4. Brand Identity
  5. Adaptation to Market Conditions
  6. SEO and Digital Presence
  7. Compliance

Don’t wait a minute longer to start planning your content for the new year. Contact our experienced team at Wealth Matters Consulting to begin building your firm’s content calendar today!