What should financial marketers and advisors talk about this month? Our monthly roundup has you covered with timely topics for blog posts, social media campaigns, and other marketing ideas.
With the holidays winding down, now is a great time to look at the year ahead. Provide a comprehensive analysis of expert predictions for the global economy and financial markets in the upcoming year.
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Economic growth projections: Summarize the forecasts from major financial institutions and economists regarding global economic growth. Highlight regions and sectors expected to perform well, and those anticipated to face challenges.
Equity markets: Discuss predictions for major equity markets, including the S&P 500, NASDAQ, FTSE 100, and emerging markets. Emphasize the sectors poised for growth, such as technology, healthcare, and renewable energy.
Interest rates and inflation: Analyze expected trends in interest rates and inflation. Explain how central bank policies, such as those from the Federal Reserve and European Central Bank, might influence investment strategies.
With Valentine’s Day fast approaching, this can be a great time to talk about financial planning for couples.
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Highlight the benefits: Talking about money can be tough. Explain the positive impact of open and honest discussions.
Emphasize joint financial goals: Stress the importance of setting and working towards joint financial goals as a couple, whether saving for a down payment on a house, planning for retirement, or funding a dream vacation. Encourage your clients to discuss their long-term aspirations and how they can support each other financially.
Offer resources: Explain how wealth managers can help new couples establish their financial planning.
Highlight the importance of financial empowerment within the Black community, including discussions on wealth-building strategies, entrepreneurship, and closing the racial wealth gap.
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Highlight the importance of financial empowerment: Historical and systemic barriers have hindered wealth accumulation within the Black community. Financial empowerment is a means to address these disparities and achieve economic equality.
Wealth-building strategies: Offer practical wealth-building strategies tailored to the needs and challenges faced by the Black community.
Highlight the successes: Share success stories of Black individuals and businesses that have achieved financial success. Highlight their resilience, creativity, and innovative approaches to wealth accumulation.
By February 43% of people who made New Year’s resolutions have given them up. Now can be a great time to help your clients get back on track with their financial goals.
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Reframe resolutions into goals: Guide clients in setting Specific, Measurable, Achievable, Relevant, and Time-bound (SMART) financial goals which may be easier to obtain than bigger, broad resolutions.
Consider behavioral finance: Explore the psychological factors influencing financial decision-making, such as cognitive biases, emotional responses to market fluctuations, and strategies for overcoming impulsive behaviors.
Promote the buddy system: Highlight the benefits of accountability and checking in with loved ones to stay on track with financial goals.
With the holiday season behind us, many people may be dealing with post-holiday debt. Consider tips on managing debt, consolidating loans, and developing a repayment strategy.
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Practical strategies: Offer practical and actionable strategies for managing debt, such as creating a budget, prioritizing high-interest debt, and exploring debt consolidation options.
Highlightfinancial education: Use debt management as an opportunity to educate about responsible borrowing, budgeting, and financial planning. Provide resources and tools that help build financial literacy skills and make informed decisions about borrowing and spending.
Celebrate progress: Encourage your clients to track their progress and celebrate each debt paid off as a significant achievement towards financial freedom.