Thanks to a rapid rise in technological advances and the fast mass adoption of those improvements over the last several years, the majority of the average American’s time and focus is now spent in the digital world.
In fact, a recent study by the Pew Research Center found that 85% of adults are online every day, and 31% of them say they’re “almost constantly” connected to the internet.
Of course, it’s not hard to see why people stay online for so long. People moved to virtual alternatives that made it possible to safely resume activities like working, shopping, exercising, and socializing in the early days of the COVID-19 pandemic and those practices have turned into habits.
Now, those digital advances continue to bring ease, connectivity, and convenience to our everyday lives. Take grocery shopping, for example. Online grocery shopping has grown 400% since 2017, with many stores offering free digital shopping experiences.
But what do all these digital advancements in other parts of life mean for financial advisors? It’s likely your practice has adopted its own set of tools and technology, and your clients are benefitting from a more digital relationship. People like having easy access to their documents and quick communications via video calls, text or email.
Even if your current clientele prefers to keep communications more traditional, your firm’s future will rely on its ability to attract the next generation of wealth builders and accumulators. That includes making yourself more visible and accessible on Google, turning your online presence into a lead generating machine, and successfully closing completely digital engagements.
Continue reading “Closing the Digital Deal: How to Master Calls With Prospective Clients” →
