Acquiring Affluent Clients, Differentiating Yourself as an Advisor, and Engaging With Millennials

We are diving into the subjects of affluent clients, differentiation, and engaging with the next generation. First up this week is a highly relevant read about acquiring affluent clients while socializing. Our next piece looks at using your name, image and likeness to differentiate yourself as a financial advisor. Our final piece focuses on successfully engaging with millennials.

High impact prospecting and marketing activities all center around socializing. This piece highlights gaining trust and landing new affluent clients through social activities.

• How to Acquire Affluent Clients While Socializing

This author says that using NIL, also known as name, image and likeness, is the perfect recipe for building a personal brand, creating a marketing strategy, and helping advisors differentiate themselves in a competitive market. Read on to learn how.

• Using your Name, Image, and Likeness to Differentiate as a Financial Advisor

Want to retain your older generation clients while also engaging with their adult children and grandchildren? This blog shares what to do and what not to do when engaging with next-gen clients.

• How Financial Advisors Can Successfully Engage With The Next Generation For Sustainable Wealth Management