13 ways to increase your e-mail open rate [Infographic]

Do you know what your e-mail open rate is?

It all starts with the subject line. The subject line of an e-mail is crucial in getting prospects to open it. The subject line will determine the success or failure of your campaign. If your e-mail is not opened, then all of your hard work in creating the campaign has gone to waste.  You want prospects to feel like they must open, read and act on your email.   When your prospect is not expecting to hear from you, or may not even really know you, so probably has not built that trust for you, the subject line can present quite the challenge.

In our Infographic below, we share some of our top e-mail secrets with you.  These are some great techniques to help your e-mail get opened and read:


Top 13 Ways Advisors Can Increase E-Mail Open Rates [Infographic]

Advisors: You’re Losing Clients by Ignoring This Critical Website Mistake


Financial Advisors:  What do you want your website to accomplish? What is the primary goal for your website visitors? How are you directing your visitors to accomplish these goals? If the goal of your website is to create sales and get more business, then it is important that your website has effective Call to Actions, otherwise known as CTAs. A CTA is a button or link that you place on your website to drive prospective customers to become leads by filling out a form on a landing page.

One of the most costly mistakes that we see on Financial Advisors websites is in their CTA, or lack thereof. Without a call to action, your website cannot generate leads like it is intended to do. You could write the most compelling website copy, and it wouldn’t amount to anything if a call to action wasn’t clearly defined to capture that prospects information. A clear call to action will help to increase your profits by maximizing conversions and improving user experience. In effect, it is the next stage of your sales cycle.

An effective CTA provides:

  • Focus to your site
  • A way to measure your sites success
  • Direction to your visitors

As an Advisor, you can present your services and start a conversation with people who need your help.  Use calls to action to direct visitors to a contact form, a newsletter subscription, or other call to actions such as:

  • Download an E-book
  • Make an appointment
  • Free consultation
  • Interactive Tools
  • Webinars

A call to action provides your visitor with direction and a number of different progression points. CTAs must be logical and related to the content on the page. For example, let’s say you have a CTA that asks your visitor to, “Schedule an assessment of their RRSP investment mix”. What’s a logical path to that call to action? It could be, 1) Visitor enters by searching for some tips on effectively saving for retirement, 2) Visitor likes the article and decides to look at what your practice does with respect to Retirement Savings advice and 3) Visitor sees your call to action to schedule an assessment, clicks on it and submits their contact information (first name, last name, email, etc.). Think about what your calls to action will be and plan out the path for how you want your prospects to get there.

Not many people pick up the phone these days after visiting a businesses’ website. This is why it is far better to have a softer call to action that allows you to communicate with your prospects on a regular basis.

Guide to Content Marketing

Infographic: 5 Reasons Financial Advisors Should Use Video Calls for Client Meetings

This post was authored by Kristin Harad and originally appeared here on GuideVine.


Do you use video calls for client meetings?

Almost every Financial Advisor will agree that in-person meetings with clients and prospects are the most powerful way of connecting with them. However as lives grow hectic, demands on everyone’s time increase, people move and practices expand across geographies, many Financial Advisors are turning to video chats. Here are five reasons why.

Infographic: 5 Reasons Financial Advisors Should Use Video Calls for Client Meetings

How to Succeed Online: The Ultimate Digital Marketing Checklist for Advisors

1) Be optimized for mobile

Digital traffic on smartphones and tablets has now exceeded desktops. Give your clients a consistent experience no matter what device they are using.

2) Create a great value proposition

Make yourself stand out from the competition by creating a unique value proposition that resonates with your target audience and highlights your key client benefits.

3) Market through Social Media

Get active on Twitter, Facebook, and LinkedIn. Ensure your social newsfeed is visible on your website so your prospects and clients can stay up-to-date. Social media is a perfect way to keep your clients and prospects engaged.

4) Present engaging imagery

The images on your website should resonate with your target audience while representing your brand.  Ensure your photography relates to your audience and reflects who you are.

5) Be dynamic with your website

Websites that are continually updated not only keep visitors coming back, they help make sure your website appears at the top of search results.  Updating your site with newsworthy topics, blogs, and articles show that you are on top of your game.

6) Create polls, events & community outreach

Polls are quick questions on your website designed to get feedback engage your audiences. Posting polls, inviting prospects to events or demonstrating participation in your community not only keeps you in touch but helps you to gain additional insight into their needs.

7) Capture Leads

Every website should have the ability to capture prospect contact information. The goal of your website is to create sales and generate more business. Effective Calls-to-Actions direct visitors to a contact form, a newsletter subscription, webinars or a consultation.

8) Create content

Small businesses that blog get 55% more website visitors, and 126% higher lead growth than non-blogging businesses*. . Blogging helps you to connect and engage with prospects and establish yourself as an expert in the industry

*”12 Mind-Blowing Statistics Every Marketer Should Know,”MartaKagan

9) Optimize for Google

Ensuring Google and other search engines can find you is critical to helping prospects find your website. Step one is understanding the target keywords that your audience searches for. Then create content that includes these keywords including Meta tags that tell the search engines what your website is all about.

10) Promote yourself with email and e-newsletters

Email marketing is not only a very inexpensive method of communicating it is also a perfect way to stay “top of mind” with your prospects and clients.

The Key to Creating Highly Sharable Content

This post was authored by Marie Swift and originally appeared here on GuideVine.


There has been an abundance of research on social media but until recently we’ve not had a comprehensive way of understanding why people share content online and how to use that knowledge to create highly sharable content.

Now we do. The New York Times‘ Insights Group worked with Latitude Research to conduct a three-phase study to fill this knowledge gap. In their The Psychology of Sharing, they reveal groundbreaking research that will help marketers understand the motivational factors and get their content shared.

Unsurprisingly, the researchers discovered that sharing is all about relationships. Key motivations hinge on:

  • Bringing valuable and entertaining content to others
  • Defining ourselves to others
  • Growing and nourishing relationships
  • Getting the word out about causes and brands we care about

Sharing is not new; it’s human nature. We still share things when it’s relevant – now we just share online.

Use Content to Define Yourself to Your Audience

Just look at what’s been happening across the globe with the ALS Ice Bucket Challenge. Why has this social media campaign worked so well? It may be in some cases that the people participating actually care about the cause or that they embrace charitable endeavors in general; but many may surmise that business professionals are participating to define themselves and their brands to others. Even the choice of who is challenged to participate is telling and can be a part of the participant’s strategy.

Check out these clips – the “social capital” strategy should be evident:

Going Viral: Lessons Learned from the ALS Ice Bucket Challenge

For a sense of how online sharing can accelerate the dissemination of a self-defining message, consider this: Livestrong launched its yellow bracelet cancer-awareness campaign in 2004 and it took them one year to raise $50 million. On August 29, 2014, the ALS Association announced that donations topped $100 million in the past month.

“The Ice Bucket Challenge has been a fundraising phenomenon,” said Robert M. Wyrick, Managing Member of Houston-based MFA Capital Partners, a boutique advisory firm specializing in hedged-risk investment management, tax strategies and distribution planning for corporate employees.

“Those who elect to dump a bucket of ice water on their heads, show that they have a fun and gutsy side. They may or may not be all that into the charitable side of things—but they define themselves by stepping into the challenge from a business buddy, who is actually defining himself or herself by the people they nominate, and by everybody doing this in a very public way.”

Tailor Your Content for Optimal Sharing

When creating content it’s important to be mindful of what the motivation of your audience is likely to be. Questions to ask during the planning process include:

  • How does this add value for our audience?
  • How will this help or entertain them?
  • Why will they share it?

Studies show that people share things that have an emotional pull. So, when you create content, try to appeal to the desire to connect as humans. Try to inspire, illuminate or amuse. Telling stories and using video seems to work well in the digital world. Keep the message simple and embed a sense of urgency to spark sharing.

“We can’t just sit in a room and brainstorm creative ideas to try and hook people,” said Jacob H. Gold, a third-generation wealth manager and a Certified Financial Planner™ practitioner. “The best emotive, sharable content is derived when a firm continually examines its core values and mission, then figure out if there’s an interesting or catchy campaign around it.

Social Media Compliance Guidelines for Financial Advisors

This post was authored by Marie Swift and originally appeared here on GuideVine.


Do you know how to think through and manage endorsements and comments on websites and pages under your control?

One piece of SEC guidance that got a big cheer from Financial Advisors and industry social media advocates is that “community” or “fan” pages — if established by an independent third-party to gather community or public sentiment — do not violate the testimonial rule. That just makes sense: if the Advisor has no control over the commentary and posts on the discussion forum, how could he or she be held liable for any comments about services and/or products provided?

For an in-depth look at what Financial Advisors can and can’t do on third-party review sites such as Yelp, Angie’s List, Wallet Hub and GuideVine, click here: Making Sense of the SEC’s Third-Party Review Site Rules

What is important to remember is this: where the Advisor can control the comments, he or she should take great pains not to allow any type of forbidden endorsement or testimonial to occur.

So when thinking about LinkedIn, Facebook, blogs and other website pages you can control, here are some areas to consider.


LinkedIn’s “endorsements” feature on an Advisor’s profile page IS in control of the Advisor. In addition, the endorsement feature provides only positive feedback. With these factors in mind, and because LinkedIn members have the discretion to accept or deny any endorsement, many compliance experts recommend that Advisors turn off this feature. If you and your compliance officer determine that turning off the endorsements feature is a good idea, log in to LinkedIn and click “edit Profile” then “edit Skills and Expertise”. If you already have endorsements on your LinkedIn profile, rather than deleting them, it might be best to simply “Hide” them (who knows – you might not be with the same firm in the future and could potentially show them at some point).

One financial services digital media expert provides some interesting food for thought on her Wired Advisor blog:

“It is my opinion that the social proof gained from showcasing LinkedIn endorsements from your connections on your profile is important, especially since you generally can’t publish recommendations or testimonials,” says Stephanie Sammons, founder of “Also, specific clients and prospects are not identified here. It also should be noted that in the SEC policy update, they no longer view non-investment related commentary to be deemed as a testimonial. Therefore it sounds like you can potentially showcase recommendations that relate to community service or religious affiliation (these were the two examples given by the SEC in the update).”

“Given that the term ‘endorsement’ doesn’t actually indicate within the context of the LinkedIn profile a specific testimonial or recommendation, I believe they are very similar to a collection of Facebook fan page ‘likes’. There are no clients or prospects being singled out through these LinkedIn endorsements. This is mentioned in the SEC update as something that would be a violation of the testimonial rule,” Sammons continues.

“These are aggregate endorsements of your skills from any and all of your LinkedIn connections. With this in mind, I would advise that your list of skills remain very general in nature as they relate to your services such as ‘financial planning’, ‘retirement planning’.  None of your skills listed should indicate or point toward performance results,” she concludes.


Similar to endorsements, LinkedIn’s “recommendations” feature is something a LinkedIn member can control. An Advisor has the ability to accept or deny those types of testimonial comments, most of which are usually independently volunteered.

On LinkedIn (as well as blogs and community forums where the Advisor can turn off the comments feature), most compliance officers typically encourage the Advisor to stay on the safe side and decline to publish (or hide) any comments that could be deemed a testimonial. Many say is it not worth risking any debate as to whether or not the Advisor allowed all comments — both positive and negative – to be seen on the site. Although Sammons observations above do seem to make sense: there may be some gray area if (1) specific clients and prospects are not identified (2) the comments are not investment related. So check with your compliance office or outside legal counsel to get their advice.

On Facebook pages that an Advisory firm controls, many compliance officers are asking Advisors to turn off the Star Ratings feature. To do that, go to the “About” page and find “Page Info” then “Address / Edit”. Deselect “Show map, check-ins and star ratings.”

Some additional pointers:

  • Non-investment related commentary, such as comments on religious affiliation, personal character, or community involvement, are not a violation of the rule, so it is up to you and your compliance officer to determine where to draw the line.
  • On an Advisor’s social media page or profile, there should not be distinctions between who is a client and who are friends or other connections — so be careful not to have a Twitter list or a Facebook photo album called “clients”. There should be no implication that the contacts/friends have experienced favorable results from the Advisor’s services.
  • While the SEC guidance does say that interactive posts made on social sites do not need to be pre-approved, some more conservative firms hold to the requirement that all content on social media needs to be pre-approved before it is published.
  • Map out your social media strategy — both from a compliance aspect, as well as a “voice” and “editorial” standpoint before stepping in to the social media waters. Social media and online forums are a great way to “be discoverable” and advance worthwhile causes and educational information. Having a written strategy in place is the best way to go. It will keep you on track if you are doing your own social media and becomes especially important if you ever hand the reins to a marketing manager or social media director.


Its not just a compliance issue though. Commenting on blogs or photos or Facebook articles is an opportunity for anyone with a good or bad opinion to express those thoughts freely. Many who post do not even consider the reputational consequences of their posts, but smart Financial Advisors and service professional know that every word they post on social media sites can either tear down or build up reputational capital.

Smart Advisors will think twice before posting content on any site, especially when they have had a drink, are tired, stressed or experiencing a sense of exhilaration (any of these situations could skew one’s otherwise judgment). It is important to show some personality from time to time, but doing it in a thoughtful “brand essence” way will pay dividends down the road. For more on “voice”, “authenticity” and “brand essence,” read Finding Your Voice Online and Building Your Brand as a Financial Advisor Today.

What if you feel you’ve been slandered online? While not every site will remove upsetting comments, Facebook may be open to removing egregious content. Facebook page owners can report violations to Facebook’s administrative team using Facebook’s “Report a Violation” page. Read more on eHow

Why Should Advisors Care About the New Buyer Journey?


In 2012, the Corporate Executive Board performed a study to determine just how much buyer behaviour was affected by digital media. As it turns out, 60% of the sales cycle is completed before a buyer makes first contact with a sales person. What’s happening in that 60%?

Any good buying decision must first start with research. The proliferation of digital media has made content so readily accessible that it’s now possible to do most of your due diligence online without the need to speak to someone to make a buying decision. So, why should you care as an advisor? Well, have you ever walked into a meeting with a client and been put on the spot because your client read something online, pertinent to your business, and spent time trying to correct the conclusion they came to by reading that article? Buyers are becoming more knowledgeable and it’s re-shaping the role of sales and marketing professionals.  Understanding the buyer journey can help you adapt to these changes.

So, just what is the Buyer Journey? A buyer journey consists of the mental stages a buyer experiences before making the purchase of a product or a service. In the financial or insurance advice space, this could be a mutual fund, a specific investment strategy, life insurance premium amounts and so on. There are 3 key stages: Awareness, Consideration and Decision. Let’s take a look at each one:


This stage isn’t about the awareness of your product or service. The title refers to the awareness of a problem that your buyer is experiencing. For example, let’s say you notice your child’s temperature is very high and experiencing severe stomach pain or, perhaps your client is noticing that their RRSPs aren’t growing at market rates. Buyers in this stage are identifying symptoms of a problem. They don’t know specifically what the problem might be but the symptoms are mentally or physically uncomfortable enough such that it compels them to “figure out” just what is happening.


In the consideration phase, the buyer is taking the inputs (i.e. the symptoms) and attempting to identify the problem. In the example above, you might go to a doctor or perhaps read some information online (or offline) and come to the conclusion that your child has the stomach flu. Your client with poor RRSP performance, could take a look at their RRSP portfolio, and identify the fact that one of the funds they’ve invested in is performing poorly and negating the gains of the other investments. A buyer will not move onto the next stage until they’ve gathered enough information and identified the specific problem.


As you might guess, the decision stage is the point at which a buyer gathers information to make a decision to select the best possible strategy or solution to their problem. Basically, they’re comparing different solutions. Having identified that your child has stomach flu, you’re next likely behaviour would be to try to find solutions that help relieve the symptoms of the virus (or, if you haven’t seen a doctor yet, going to see a doctor could also be an option). The most likely scenario with your client would, for example, involve selling that fund and either re-investing their savings it into an existing fund or perhaps investing the savings into a brand new fund or perhaps GIC. Buyers in this stage are collecting alternatives and options that they can choose from to solve their problem and will move onto the final stage which involves the purchase decision.

A good understanding of your buyer’s journey can help you adapt to the changing buyer and help increase the trust you have with clients. Increasing the trust you have with clients creates leads, opportunities and incremental revenue.


 What would your buyer’s journey look like?  How can you create content to follow that buyer’s journey?  Stay tuned for Part 2 which will focus on leveraging the buyer journey to increase your AUM.

How to Drive Sales Using the Customer Buyer Journey

Inspirational Marketing Takeaways from #SethGodin at #INBOUND15


“This is not a conference. It’s a movement. It’s the INBOUND MOVEMENT.”

Inbound 2015

4 days, 5 inspiring keynotes, 14,000 marketers, 170+ educational sessions later…and we are back from Inbound 2015, and more inspired then ever. For 4 days, the Veriday team attended Hubspot’s Inbound 2015 in Boston, Massachusetts.   Inbound has become one of the biggest marketing conferences in the industry, gathering thousands of marketing and sales professionals from around the globe.

Inbound 2015

The Boston Convention and Exhibition Center was packed with 14,000 marketing hungry professionals anxious to learn and discuss everything there is marketing from industry trends, to new technologies, to predictions for the future, to tips, hacks and tricks.

By the end of the week, I found myself more inspired by the Inbound movement then ever; my head filled with more marketing ideas and information then I thought possible. It would be difficult to recap my entire week; navigating through sessions, keynotes, bold talks, and trying to absorb all of the information that I could. So, here I am trying to bring you home some of my favourite talks, sessions, and miscellaneous good bits from Inbound 2015. I hope these takeaways inspire you, as they did me.

Seth Godin (Best selling Author, Entrepreneur, Marketing Guru and Public Speaker)

Seth Godin - Inbound 2015

It seemed only appropriate that Seth Godin, marketing legend and best selling author, kicked off Inbound 2015 on Tuesday evening. I have to say, I was particularly moved and inspired by Seth’s talk; his messaging about aiming higher and doing great work. What spoke to me was Seth’s discussion about the best gift you can give yourself, “saying yes”. Yes, to helping someone. Yes, to the adventure that is your life. Perhaps the best way to recap Seth’s talk is by sharing with you some of my favourite quotes from his keynote:

“The way we make change happen is by being human, by being connected, and by doing things that might not work.  We spend so much time “getting our ducks in a row.” Once you get them, what are you going to do with the ducks?”

“It’s not about the product, it’s about turning outsiders to insiders for your brand.”

“Don’t find customers for your products, find products for your customers.”

“Our job is to change from, “it’s always been that way” to “sure, let’s try that!”

“I’m not sure what the question is but the answer is yes.”

“You have to make something that some people won’t wait in line for in order to make something that some people will wait in line for.”

“What have you done lately that “might not work”? It might work it might not work.”

“Why did it make it into the museum? It made it into the museum because some people didn’t like it.”

“We like to get off the hook – the hook that says we are responsible.”

“Writer’s block” isn’t real! This term wasn’t introduced until the 1940s when writing became a profession. The reason for writer’s block is because of the lizard brain.  The lizard brain doesn’t want you to be responsible.”

 “The stories you’re telling yourself about why you can’t do it, or why you’re not good enough are all invented.”

 “Scratching is your choice – taking your eye off the ball – taking yourself away from what you could’ve been doing all along.”

Godin so elegantly discussed how people need to stop seeking approval and adhering to authority, and need to start taking responsibility. He explains that many of us have the false assumption that if we were to have more authority, we could do more, and we could do something that actually matters. In reality, Godin explains, if we want to start doing work that matters, we need to start taking action and responsibility, and stop using excuses.

Godin challenges attendees to ask themselves: How do you choose to matter? It’s not about getting bigger or winning some race. It’s about figuring out how you matter. When we are doing work that matters, we are changing other people. Stand for something. Take responsibility.  Give credit.  Embrace risks.

Godin tells the crowd that the story you are telling yourself, what you think you can’t do, and what you think your weaknesses are, are all invented.  According to Seth, “You already have what you need to get to the next level.”


Stayed tuned for the rest of my inspirational takeaways from Inbound 2015. Hopefully they will inspire your marketing (and life), as they did me.

4 Signs It’s Time to Update Your Web Site Photos

This post was authored by Kristen Harad and originally appeared here on GuideVine.


Many Financial Advisors struggle to differentiate their firms and stand out in the crowd. Often times, this is best illustrated through your Web site. If you notice any of these four signs, it may be time to get an imagery makeover.

4 Signs You Need to Update Your Web site’s Photography:

1. Your home page’s first picture is a happy silver-haired couple gazing wistfully at the horizon dreaming of their retirement.

2. You see the same image on five other Financial Advisors’ home pages, all within your city limits.

3. Your primary audience is growing families and you still show active seniors, golf courses, or Adirondack chairs on the beach.

4. You don’t actually have any images on your site.

Inspirational images like sweeping scenery and active seniors help to convey the lifestyle that 80-90 percent of the population would probably like to eventually achieve, but do these types of photos help you speak to your ideal client?

Advisors use this type of generic imagery for two main reasons: (1) they want to be sure they do not exclude any potential prospects and (2) they are the default images set from their web provider.   Based on the presumption that most people’s financial goal is to retire to a life of financial comfort, the ‘silver fox’ or tropical vacation photos convey that this is what the Advisor can help clients achieve.  Whether or not your audience is 25, 45, or 65, everyone ultimately wants the same thing.

Unfortunately, this is not only the most widely deployed marketing strategy but also one of the least effective. By casting such a wide and inclusive net, this style of communication puts the burden on potential clients to figure out whom you best serve and if you are the right professional to help them with their unique challenges. Retirement planning is of course one part of the financial planning equation, but for many clients it’s not the reason they are seeking a planner’s help.  They have many bridges to cross before that stage of life.

How important is photography?

Expert marketers care about the images they use because images draw people in. With the right photos, you can increase the probability that you will attract the right people for your practice.

When I worked at a large New York Ad agency, we spent countless hours assessing each detail of every photograph we would use in an ad or a direct mail piece, just to be certain it resonated with the client’s target audience.  How much grey hair should he have? How many wrinkles? What ethnicity? What clothes would he wear? What’s happening in the background? Is that a place he would be? What expression fits the brand? Are they too ‘happy’? Are they believable? If we had a photo shoot, where we crafted the image – then 100 times as much detail, and even more patience, came into play.

Where to Find Inexpensive, Quality Photos

The good news is that while ad agencies can spend thousands of dollars to get one photo “right,” the Web offers a proliferation of quality photos at reasonable prices.

  • Istockphoto – Select your price range from $ up to $$$$ and sizes from Small to XL. With credits you purchase, you’ll access one of the widest ranges of quality photos offered online.
  • Bigstockphoto – You can subscribe to receive a flat number of photos per month (good for a frequent blogger) or buy photos as needed. This service offers modern, intriguing photos to brighten up your site.
  • Unsplash – this unique site offers free images, no strings attached. You pick from what is posted, and you can use it any way you like. They post 10 new photos every days. You never know what you’re going to find, but you’ll certainly stand out from the crowd.

Remember, while many clients do aspire to spend their retirement observing awe-inspiring sunsets around the globe, that may not be the driving factor that leads them to hire you.  Show your clients that you understand who they are and what they want. And, please, find photos that match.

Key Findings from the World Wealth Report 2015: Millennial HNWI


In Part 1, courtesy of Capgemini and RBC Wealth Management, we explored the changing role of wealth managers within the evolving financial landscape and rise of new technologies. In part 2, we will look at some of the key findings from this year’s report, and comment specifically on the unmet needs of Millennials. According to Capgemini, there were 5 key findings from the 2015 World Wealth Report.

  1. North America and Asia-Pacific drove HNWI market growth in 2014, with Asia-Pacific regaining the top spot in HNWI population and poised to take the lead in HNWI wealth this coming year.
  2. Strong gains in these regions were not enough to push growth beyond the moderate level of 7% globally, which is the second slowest rate in the last five years
  3. HNWIs have increased their equity holdings over cash as the largest share of their portfolio holdings, and they have a strong demand for credit
  4. There is significant opportunity for wealth management firms to develop a robust social impact offering to address HNWI needs and capitalize on their demand for increased wealth manager involvement
  5. The wealth manager role and value proposition is undergoing a major evolution, requiring firms to re-think service models and capabilities. Unmet needs from younger HNWIs and industry challenges such as new entrants, regulation, and rising costs are impacting the wealth manager’s role, requiring that firms take targeted action

The key findings highlight how firms need to re-think the unmet needs from younger HNWIs. Millennials represent a large group of HNWIs under the age of 40 who are poised to inherit approximately $41 trillion from their baby boomer parents over the next 40 years. Wealth transfer creates the opportunity for Advisors to retain clients into the next generation. However, studies have shown that 95% of those next generation investors will leave the financial advisors upon the transfer of wealth. Herein lay the opportunity for Advisors to nurture and engage Millennials to avoid this leakage.

Millennials are a very unique generation that are poised to reshape the economy.  This means that financial and marketing strategies that work for their Boomer or Gen X parents, may not work for them.  Their unique experiences have already changed the ways in which we market, buy and sell.  This generation will likely conduct most or all of their wealth management functions through digital channels, which means a strong digital presence is important for Advisors looking to attract or retain the young HNWIs. As a Millennial myself, I know how we operate and with my peer network, I often confirm my own assumptions as well.  So, how can Advisors better market to the Millennial generation?

How Can Advisors Market to the Millennial Generation?