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Role of the Financial Advisor is changing


Changing Roles of a Financial Planner
You can plan your finances using an App these days.
Although technology has eroded some of the reasons for people to seek the help of a financial advisor, it has also created new opportunities for advisors to reach more people. #financialplanner #homeloan #wealthcreation #finance#financialadvisor

Many firms have embraced technology to a degree but have failed to see any
significant rewards. For financial advisors to get the most from their online profile, social media and technology as a whole they need to focus on:
1. Having a predefined ideal client type: Create your online profile and message to appeal to these personas.
2. Focus on providing value in exchange for basic contact information: Such as downloadable guides, webinars, videos, free online consultations. Use social media to share and promote.
3. Develop a re-marketing process: It is vital to continually engage with your contacts that are generated through your offerings, remind them of your firm and the benefits you have to offer them.

Discuss your marketing strategies with Madhu on 0425 341 086 or read more at