Revolutionizing Client Engagement: Merging Social Media Dynamics with Wealth Platforms

With the Great Wealth Transfer looming, financial platforms are challenged with attracting next-gen wealth. To cater to this demographic, Tom Fields of Fynancial explains why platforms need to integrate features they're familiar with, like the social media scroll. The new advisor platform concept merges the essence of current client portals with the engaging dynamics of social media, focusing on content over charts and numbers. This design not only attracts and retains clients but also captures legacy business, especially benefiting teams that produce content but struggle with visibility due to algorithmic constraints.