How can we help?

     

    BAUM - Gray Divorce Sample Content Workflow Graphic

    Gray Divorce: Sample Content Workflow

    Writing targeted content and providing client education around life events can be a huge growth opportunity for financial advisors. We recently facilitated the session Gray Divorce, Living Together, and Elder Care: Handling the Transitions at the 2022 FPA Annual Conference. We talked about the ramifications on the client planning side of a life event like Gray Divorce and recoupling, but also how to handle the communication aspects and become a subject matter expert.

    Incorporating topics relevant to this demographic can help educate their your current client base, attract potential 50+ clients who need help, and better connect and engage with the next generation in the family. Beyond AUM provided this sample content workflow for advisors to learn about how to most effectively incorporate this into their content marketing strategy.