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Seven Deadly Sins of Wealth Management Marketing

We are all sinners. And though some sins are worse than others, most sins can be forgiven. As long as you know you’ve “sinned,” you can do better next time. And why not take a page from theology. A merciful Jewish God gives the sinner the chance to repent before meting out punishment. Good! Islam, meanwhile, teaches that Allah is merciful and compassionate. If you sin, seek forgiveness.  For the cultural and religious Christians among you, you may have heard that Jesus hates the sin, loves the sinner. (Lesson: lose the sin!)

The point is, don’t fret if you recognize yourself on this list of the seven deadly sins of wealth management marketing. And you will. Because the seven deadly sins discussed here are about as common among wealth managers as hair on a donkey. Now, REPENT!


April J. Rudin, Founder and President of The Rudin Group, is a financial services marketing strategist.

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