Sign In
20-Min Consult
Sign In
20-Min Consult

Ideas to Stand Out and Attract the Next-Gen

The Great Wealth Transfer is here, and the new generation of HNW decision-makers defines value differently. Whether you’re connecting with next-gen clients, clients’ next gens or prospects, experiences are more important than ever to attracting and retaining them.
Watch Now

In this webinar, Chief Marketing & Experience Officer, Susan Theder and Vice President & Advisor Consultant at First Trust, Jackie Wilke shared 10+ simple ways you can leverage experiences to create raving fans and drive growth, future-proofing your business.

Short on time or just want the main points?

Here is your summary to skip ahead or scan through below.

  1. Experiences Are Everything [3:32]
  2. Modernize Your Value By Serving People [5:29]
  3. Your Clients’ Next-Generation [13:04]
  4. Highlight Your Human Capital [17:50]
  5. Ramp Up Your Virtual and Digital Channels [24:16]
  6. Weave In Meaningful Moments and Life Events [29:19]
  7. Educate Your Audience [33:48]
  8. Host Events [38:12]
  9. Hook or Resource [41:25]
Experiences Are Everything [3:32]

Experiences Are Everything [3:32]

  • Experiences drive value outweighing cost
  • It’s part education and part understanding what that experience truly delivers
  • Investors work with people that they trust and that are relatable
  • Experiences often foster referrals and introductions, quickly moving prospects to new clients


Modernize Your Value By Serving People [5:29]

Modernize Your Value By Serving People [5:29]

  • Defining your “why” story is crucial as this will speak to your target audience
  • Answer the questions: Why did you get into the business? Why are you passionate about what you do? What about your career gives you joy and energy?
  • Have a defined ideal client or clients, value is increased when it’s specialized


Your Clients’ Next-Generation [13:04]

Your Clients’ Next-Generation [13:04]

  • Existing clients are one of the best ways to engage with the next generation
  • Don’t wait until after the wealth is transferred
  • Depending on the age of those rising generations, you’ll engage with them differently


Highlight Your Human Capital [17:50]

Highlight Your Human Capital [17:50]

  • People who choose a financial professional do so because they value the human-to-human connection
  • Highlight your expertise but also who you are as a person
  • Differentiate your brand with persona experiences and relatable experiences


Ramp Up Your Virtual and Digital Channels [24:16]

Ramp Up Your Virtual and Digital Channels [24:16]

  • Digital channels can help you reach your ideal clients wherever they are
  • When you put yourself out there on digital channels, like social media, people will feel like they know you and trust you
  • LinkedIn is an incredible platform to connect with your audience


Weave In Meaningful Moments and Life Events [29:19]

Weave In Meaningful Moments and Life Events [29:19]

  • There is nothing more powerful than “surprise and delight” moments, as they create referrable moments
  • Meaningful moments are important to your clients
  • Unexpected experiences tied to holidays, life events, and what’s important to your target audience


Educate Your Audience [33:48]

Educate Your Audience [33:48]

  • Education establishes your credibility and authority
  • Webinars, videos, one-pagers, checklists, games and seminars, can all be effective ways to deliver this education
  • Doing a webinar on The Great Wealth Transfer with tips for how to navigate it is a good idea
  • The more relevant the education, the more likely you are to draw in your target audience


Host Events [38:12]

Host Events [38:12]

  • Events are a great way to connect, and they can create an incredible experience
  • A strong event can give your audience a great idea of what it’s like to work with you


Hook or Resource [41:25]

Hook or Resource [41:25]

  • Share some sort of resource that gets to and helps you to connect with the next generation
  • Attention spans are short and it takes more touch points to establish trust
  • Use strategic language to influence sharing of your resources, like education or events


Supplemental Resources:

A blog outlining “10 Ideas for a Virtual Holiday Party” to post on your website to drive engagement and connect with clients and prospects

Transcript

You may also be interested in...

Get our best marketing ideas in your inbox with our monthly newsletter

  • FMG
  • Ideas to Stand Out and Attract the Next-Gen
Current FMG customer? Download our app today!
 

Personal Information Form

    FMG
    Powered by  GDPR Cookie Compliance
    Privacy Overview

    This website uses cookies so that we can provide you with the best user experience possible. Cookie information is stored in your browser and performs functions such as recognising you when you return to our website and helping our team to understand which sections of the website you find most interesting and useful.