The Tech Savvy Future Is Now

It’s no secret that our lives are consumed by technology. We can get just about everything we need, all at the click of a button. How many ounces are in a cup? Just ask Siri or Alexa. What’s the score of the game? There’s an app for that. Looking for a dentist in your area? Just go to Google.

In today’s world, you either digitally transform your business or risk getting left behind. Digital transformation is becoming more and more critical for the survival of firms and their ability to stay competitive. Advisors need to adapt and embrace technology to stay relevant — and to meet the ever-changing and evolving needs and demands of their clients.


As technology advances, advisors are going to continue to need to find ways to adapt, which likely means finding ways to modernize their platforms. Focusing on technology integrations and the ability to create a more personalized service will enhance the user experience dramatically for clients. And as the clientele shifts to the younger generations, it’s imperative for advisors to have the technology that enables them to have a digitally-enabled experience. 

Video Conferencing:

Throughout the COVID-19 quarantine, advisors have used technology to not only meet with their clients but also form deeper connections with them. And when advisors return to face-to-face meetings, the use of video conferencing tools to connect with clients won’t disappear. Having the ability to meet virtually can be a huge benefit for clients, especially those with busy schedules. And it can play a key role in advisors making connections with their client’s families and those who are in line to inherit the client’s wealth when the time comes.   [Bonus: read our tips on leveling up your Zoom calls by clicking here.]

Digital Marketing: 

Your digital presence is everything these days. With so much of our time spent looking at our smartphones, digital marketing gives advisors the opportunity to reach a wider audience. Social media can give you an inside look at prospects and clients, where you can learn about what’s going on in their lives and create talking points for meeting. It can also help tell the world who you are and what you stand for. Equally as important, coordinated email marketing is a key driver to keep clients and prospects informed and engaged. And with podcasts, videos, and blogs, advisors can reach out and share their point-of-view in many new digital formats.

Digitally transforming your business doesn’t happen overnight. And if you don’t start now, you may find yourself falling far behind the competition. Partnering with the right broker-dealer can be monumental in the process. From providing you with the best tools and technology to upgrade your current system to handling everything on the digital marketing front, a broker-dealer should be adding value and guidance as you embrace the changes that technology brings and evolve your business. 

If you feel like you are going through a digital transformation on your own, it might be time to consider a new broker-dealer. We can help you find a broker-dealer that checks off all your boxes, digital transformation included. Get the process started now, and you’ll have multiple offers from the top broker-dealers in a matter of days.  Click here to learn more.



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