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Today’s clients are more diverse than ever, spanning multiple generations with unique expectations for financial services. Whether you’re working with young professionals, established business owners, or retirees, understanding how to connect with modern clients is key to long-term success. With wealth being transferred between generations and technology reshaping how people interact with financial professionals, advisors must adapt to meet evolving client needs.
Here are some essential strategies to engage today’s clients effectively:
As a financial advisor, you can usually identify what wealth planning opportunities a client may have based on a life event. Graduating from post-secondary institutions, getting married, having a baby, inheriting money - each life event has a unique set of issues and opportunities for wealth planning. Sharing these on a public platform for free will attract clients who are interested in learning more, positioning you and your team as the key advisors to help them identify these moments at the right time in their lives.
Most modern clients are comfortable with online meetings, often preferring them. They strive to maximize their time and may not want to schedule in-person meetings with their wealth advisor. Virtual meetings can be an effective and efficient way to connect with clients and identify new wealth planning opportunities without disrupting their schedules.
Many clients will look you up online before deciding to work with you. What are they looking for? They want to get a sense of who you and your team are. What’s your style—are you more professional or casual? What are your values - do you focus on profit maximization, or do you promote sustainability? Can you understand their needs—does your page talk about how to live well in retirement, or does it touch on relatable life events like buying a house or having children? These days, not having an online presence can be a major disadvantage. Spend time on your social media.
Modern clients rely on their smartphones for almost every aspect of life. Making sure your website is mobile-friendly is essential, but recognizing that most clients don’t use their mobile phones for actual phone calls will be key to your success. Blogs, emails, social media, and texting are just some of the ways you can meaningfully reach your clients.
Engaging today’s clients can be beneficial to your bottom line. Having the right tools in place can set you apart from other advisors or robo-platforms trying to acquire those accounts.
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.
