While email still has the lion’s share of a financial firm’s business communications, social media and text messaging are growing in importance to both advisors and investors in how they conduct business. This shouldn’t be surprising given that 30% of financial advisors are Millennials, while another 44% belong to Generation X. It’s not just your
There are many different channels that can be used for marketing execution and distribution, from email to social media platforms to SMS messages for business. Each of them has different levels of responsiveness. Emails can sit in the inbox until a convenient time arises to respond. Social media is often something scanned, liked, and perhaps
Are you loyal to one screen? We don’t think so. Neither is your customer. Millennials especially, switch between mobile phones and their laptops. They are the ‘mobile first’ generation. Millennials may be your current customers and will definitely be your future customers. You need to ask yourself whether your marketing strategy is using the means
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