As we start the new year, we reflect on the past year and set goals to further our success in 2021. As advisors across the country complete this process, a common theme emerges; How to communicate more effectively in a world where we can’t see each other face-to-face.
The key to connecting with your clients is to use engaging content and proactive communication. Communication takes many forms: personal emails, web calls, text messages, mass emails, and social media posts just to name a few. Choosing the right format for you will depend on how many clients you have, your branding strategy, and your target audience.
HeyAdvisor works to help you engage with millennials, whether they’re your clients or even children of your clients, we will help you leverage your time targeting these clients in your communication plan.
What are you currently doing or not doing in your communications with this client group?
For most advisors, clients in the 25-40 year-old range don’t make up the largest part of their book. However, this client group can still be profitable if approached systematically. You need to decide how much time you can dedicate to this client group.
Here are a few ways you can leverage HeyAdvisor to save time & better engage your clients: :
Taking a step back and designing a communication plan will help start your new year off right. You need to be intentional and impactful to effectively reach the next generation of clients.
HeyAdvisor is a digital content library that financial advisors leverage to connect with their clients. The highly engaging educational library of videos and infographics is white-labelled with advisor branding and can be integrated into email marketing campaigns, websites, client portals and social media. The intuitive library is grouped by life events making it easy to add value to the client relationship at times in their lives that matter most. Review our plans here.
