Скачать или смотреть "Why Financial Advisors Must Be on Social Media to Stay Relevant" | Advisor Tech Trends Podcast

In episode 1 of Advisor Tech Trends, Massimo dives into the changing landscape of client engagement and why social media is crucial for financial advisors. Learn why Gen Z and Millennials trust TikTok and Instagram over traditional sources for financial advice and how you can capitalize on this shift. Massimo shares actionable tips on building trust, creating engaging content, and positioning yourself as a thought leader on platforms like Instagram, TikTok, and LinkedIn. Don’t miss his insights on leveraging social media for long-term business growth!

Timestamps:
00:00 — Introduction & Why This Podcast Exists
00:44 — Massimo’s Background in CRM and the Financial Advisor Space
02:22 — The Canadian Financial Advisor Landscape: Key Trends
03:55 — Understanding the Next Generation of High-Net-Worth Clients
05:07 — Why TikTok and Instagram Matter for Advisors
06:16 — Gen Z Trusts TikTok for Financial Advice: What This Means for You
08:04 — How to Build Trust with Younger Generations
09:12 — Content Strategy: Instagram vs. TikTok vs. LinkedIn
10:33 — Niche Down to Stand Out: Targeting Specific Audiences
12:00 — Creating Consistent and Engaging Content
13:29 — Why Video Content is King: Tips for Success
14:44 — Play the Long Game: Building Social Credibility Takes Time
15:57 — Final Thoughts: The Future of Advisor-Client Engagement

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