Jason Friedman 🟣

It's no secret that financial advisors are heavily targeting millennials - they're poised to inherit $68 trillion by 2030! However, grabbing the attention of millennials is a significant challenge... Here are 2 ways to help that cost $0 1. A BETTER ONLINE PRESENCE Millennials' behavior has been shaped by their use of technology - it's crucial to remember that they will look you up online to determine whether or not they even want to meet with you. Your online presence as a financial professional conveys your trust and credibility. If you lack a strong digital footprint, it's time to fix that! - Be active on social platforms - Have high-quality pictures on your website - Make sure your website loads quickly 2. GENUINE CONTENT If you think just posting content online is sufficient, think again. The best content should resonate with people and show them you took the time to create it. Genuine content > quantity of content. Millennials will see right through it. Imagine the sheer amount of ads, threads, or posts they see coming from the wealth management industry - it's similar to standing in time square just handing out business cards. - Show people your personal side - Use videos - Show pics of your dog The future of prospecting and acquiring new clients will look different than ever. It's important to recognize the changes in people's behavior and change up your prospecting strategies to accommodate. Note: millennials value 3rd party info and expect it...

One thing I wouldn't do when choosing a financial advisor: Neglecting to ask about their succession plan. You need to know who's next in line if your advisor retires or changes careers.

Working with a financial advisor = forming a new relationship. In order for any successful relationship, you must: 1. Be open and honest 2. Be willing to communicate 3. Talk about expectations This applies to both you (the client) and the advisor.

Finding an advisor who suits your communication style is an amazing feeling. Do you prefer boardroom catch-ups or quick text updates? Make sure the advisor prefers the same. Consider this PLEASE!!!

When should I start looking for a financial advisor? It depends, but here are a few reasons that'll help you make the decision: 1. Looking to buy a house 2. Getting married soon (or recently married) 3. If you receive equity comp 4. If you're not confident investing alone 5. New job 6. Starting a family There are dozens of reasons why people choose to work with a financial advisor. Above all, financial advisors are much more accessible than you think. They don't only work with the ultra-wealthy. Here are a few things you can expect from an advisor based on the above reasons: - Help to decide how much to spend on a house and guidance on how to buy it - Looking over estate planning documents and assessing life insurance needs, especially if you have a family that depends on you - Help navigate your equity compensation

Who doesn't love saving money on taxes? 92% of clients expect to get tax planning advice, but less than 1 in 4 are satisfied with results from their advisor. If you're not being vocal about how you can provide tax planning advice, you need to start! #financialadvisor

Financial advisors specialize in more ways than you think! Some advisors specialize in: - employee stock comp - working with doctors and nurses - working with retirees There are options galore at AdvisorFinder!

If you're in the service industry, you've likely been told to "optimize your digital footprint." Why should you care, and how can you actually improve your digital footprint? Let's dive into the first thing a potential customer or client sees. Your landing page. Considering 97% of people use online media to research a service before they buy it, your customers will look up and land on your landing page. •It is your first opportunity to make a strong impression on potential clients. What if my landing page is outdated? Customers may not view you as credible or not committed to keeping up with the times. Here are 3 easy ways to improve your landing page and attract more customers. 1. Clearly define who you are or what the business does in 1 sentence - What is the single thing you want them to know about your or the business? Write it down. 2. Have easy to see call-to-actions (CTAs) - The CTA is based on the action you want a visitor to take. Create a CTA below your 1 sentence that we described above. 3. Optimize for mobile - If your website isn't optimized for mobile devices, your customers won't spend more than 1.5 seconds on it. If you have any questions, please comment below!

Not expressing your financial goals and expectations to your advisor is like expecting a mind reader to guess what you want. Clear communication is key!

Our goal at AdvisorFinder is to build tools to help people find financial advisors and information on advisors too! Plus, we're increasing access to financial advice to the millions of people who didn't know if they could afford an advisor or didn't know where to find one. The support that our team has received from you all has been incredible! Thank you to everyone!

Most people want to find a financial advisor. But many of those people don't know what questions to ask. Here are 4 of the most important questions to ask a financial advisor to help you make a more informed decision. 1. What services do you provide, and how do your services fit with my current financial situation? 2. What is your investment philosophy? - Tip: think of investment philosophy as a Ferrari versus a Mercedes. One is faster and more thrilling, while the other is slower and takes slower turns. Some advisors like to make quicker portfolio adjustments, while others are more passive. 3. What are your fees, and how are they structured? 4. What is your experience with clients in my age group? By asking these questions, you'll better understand whether the advisor you're meeting with is the right fit.