Video: Serving Digital Natives in Wealth Management
Description:
Did you know more than 70% of millennials may seek a new financial advisor when they inherit?
With the “Great Wealth Transfer” there is hot competition to attract millennials and Gen-Z.
We can help your financial advisor marketing get noticed. Learn more here.
Transcript
Compete for digital-native clients.
Wealth Management Marketing.
New wealth… $68 Trillion. Great Wealth Transfer happening. Gen Z & Millennials in peak earning years. Be their first advisor.
New expectations set by Fintech. Easy access. Mobile first. Digital experience.
What you can do.
Appeal to HNW Millennials. Human advice + digital tools. 24/7 access. Videos & podcasts to engage.
Differentiate. Tell your story… what makes your firm stand out?
Why Beyond the Arc? 12+ years supporting a Top Wealth Firm. In-depth understanding of wealth topics, Millennials and Gen Z. Experienced Bay Area team.
Beyond the Arc.
Let’s talk beyondthearc.com