For advisors, connecting with Gen Z presents a unique challenge and opportunity.
TikTok “finfluencers” flexed their influence in 2021, with some creators attracting millions of followers.
Spending a few extra minutes crafting a personalized note when inviting to prospects to connect on LinkedIn can help lead to a productive new client relationship.
During the COVID-19 pandemic, 74% of U.S. financial advisors who used social media for business initiated new relationships or onboarded new clients.
Although Millennial retirement savers are nowhere near retirement age, they already represent the biggest opportunity for rollover business.