by Advisor I/O
As we all transition to remote work, the way we operate has shifted to digital-first quicker than any of us could ever imagine. From Zoom to TikTok, digital platforms dominated headlines for individuals and businesses alike. For advisors, it was no different – client communications had to move online, email had to be more of a focus, social media activity needed to pick up.
Delivering financial advice through online/digital platforms isn’t about communicating more, but rather communicating differently. Advisors are the experts that can communicate what massive government stimulus efforts, layoffs, and market volatility mean for the investor’s finances. The right tools provide a way to attract new clients and cement current clients into long term loyalists.
What tools should you be leveraging? We put together a curated list of our favorites so you can tackle remote work optimally.
And once you are up-to-speed on creating content, we’ve got a rundown on where and how to deploy it to best effect.
As always, make sure whatever tool you decide to use is approved by your compliance department. With digital communications being a necessity vs. nice to have, it’s time to begin using them in your practice regularly.