There’s a national day, week or month for everything, including ones dedicated to topics like financial planning, saving for retirement, 401(k) and 529 plan investing.
October alone gives us Financial Planning Month and National Retirement Security Week. However, spinning these special interest recognition events into client touchpoints or promotions can be a challenge. Unless you have the right resources.
Waddell & Reed makes it easy to augment communication and marketing efforts during industry-specific events by offering client-focused materials and advisor education. Social media content, emails, flyers, signage, web content -- they’re at your fingertips, pre-approved and ready for use.