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Roame Says Boomers' Liquidity Events May Drive Advisor Businesses For The Next 20 Years
Chip Roame says the greatest opportunity in the financial services industry over the next 20 years will be the booming number of Baby Boomer retirees.
That group was also the hardest hit by the 2008 financial crisis, in both their assets and their trust in advisors.
The scandals that have come to view since the crisis have dragged the reputation of the financial services industry to its lowest point—worse than every other sector except tobacco and government.
Consumers also lost over $4 trillion during the crisis. The combination of losses has driven many
investors to go it alone. This means advisors will have to do a lot more than offer investment advice to woo them back.
Offering broader financial planning services as Boomers move into retirement is one option. A confluence of events accompanies retirement, often the sale of a business, downsizing the primary residence, and rolling over a 401(k).
Beefing up marketing and customer service should be the first two items on advisors’ list of priorities to capture the liquidation of assets from all three of these events.
Boomers also want transparency and visibility. This requires more than the traditional advisor-knows-best type of advice. The more successful client-advisor relationships are more peer-to-peer.
Clients expect hybrid solutions. They also want to find an advisor who cares about their specific situation and who is more interested in them than the advisor’s business.
Questions?
How and why does the Advisor Products system work?
In today’s times, when consumers have become more demanding and tech-savvy, financial advisors must use content marketing to attract, inspire, engage, and convert their prospective customers.
A good content strategy is focused on developing and distributing consistent, valuable content to engage and retain prospective customers and target audience, via your website. Our content library provides financial advisors with fresh, high-quality financial content that is updated regularly, improving SEO along the way. And our automated e-newsletter and social media tools allow advisors to reach out to clients and prospects in an easy-to-use manner, providing frequent touch points for optimal brand building.
- Differentiate you from competitors
- Expose clients and prospects to your brand message more frequently
- Build an ongoing relationship with customers
- Increase your follows and fans on social media
- Drive more prospects to your website
- Help convert prospects into leads
- Increase number of pages indexed in Google
What products and services do you offer?
Can I buy services if my website is not hosted with you?
What can I expect during the onboarding process?
What if I have questions after my website is built?
Seeing is Believing.
See how easy it is to get started with our all-in-one digital marketing platform that drives leads, encourages referrals and increases client engagement.
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Advisor Products delivers high-quality, FINRA approved financial news articles and branded weekly financial videos published automatically to your financial advisor website. We also offer marketing tools like our easy-to-use financial blog, automated financial enewsletters, social media marketing tools to help financial advisors disseminate content quickly and easily.
Advisor Products delivers high-quality, FINRA approved financial news articles and branded weekly financial videos published automatically to your financial advisor website. We also offer marketing tools like our easy-to-use financial blog, automated financial enewsletters, social media marketing tools to help financial advisors disseminate content quickly and easily.
