Changing role of Financial planner

You can plan your finances using an App these days.

Technology has eroded the reasons for people to seek the help of a financial advisor, it has also created new opportunities for advisors to reach more people through social media.

Firms have embraced technology but have failed to see significant rewards because

1.Their website brings in visitors but converts few clients

2.They use social media but see little engagement

For advisors to get the most from their online social profile they need to focus on

1. Their predefined target client type

2. Focus on providing value

3. Develop a re-marketing process
Discuss your views at loans@financeandmortgage.com.au.