When attending industry events, you often hear that people find their way into the financial services industry by mistake. But all accounts, nobody plans to go into insurance/financial planning; at least that is the prevailing message.
In the continuation to part 1 of ‘Advisers: the art of making professional connections’ the second part of the article looks at LinkedIn must do’s for financial advisers.
There is no doubt that social media is an effective tool in promoting businesses and as such, marketing experts often recommend using social networks such as Twitter, Facebook and LinkedIn to reach consumers.
Those of us in the financial services industry have probably heard it before: Millennials are coming and they will be disruptors. But why? Why should your future client base be a disruptive force for your business? Do you want to wake up every day and dread facing the prospect of servicing the needs of this client base?
Look back over the past year and try and think of a time where someone in the industry didn’t bring up the topic of industry digitalisation and the challenges it poses. For those of you who have been in the industry for a long time and are used to doing business in a specific way, digitalising your business may seem daunting with many standing back wondering where to start.