Research shows that 66% of your current clients’ children will fire you once their parents pass away and they inherit the assets.
Don’t get left behind.
Your business must adapt to attract and retain younger clients. Our 9 Digital Marketing Tips will help you update your processes and procedures to appeal to a more tech-savvy clientele.
Download the FREE guide now and learn how to:
As the Baby Boomers age, a whole new generation of clients is nearing retirement. Obviously, you want to target those prospects and earn their long-term business, but that means fully adapting to the digital world. Many of the tactics you’ve used for years are becoming obsolete as Generation X begins their search for a trusted financial advisor.
Thanks to the ease of access to information through the Internet, it’s never been more essential for advisors to establish an active presence online in order to bring in new clients. Digital marketing can be a useful online strategy to connect with potential investors who might be interested in your services, as well as maintain relationships with your existing client base.
Digital marketing can be a very efficient, cost-effective strategy for financial advisors to help drive your growth. When coupled with an award-winning insurance marketing organization that helps put your clients’ needs first, you have a winning combination that delivers results. Just as these marketing strategies are in the best interest of your overall marketing plan, Clarity is dedicated to the implementation of best interest practices for the use of its insurance products.
Get started on driving business in 2022 – you won’t regret it!