Americans 65+ spend 285 hours on social media every year<\/p>\n\n\n\n
My 1st reaction was Bu$h!t, but what I found worried me…<\/p>\n\n\n\n
I didn’t believe it.<\/p>\n\n\n\n
So I researched.<\/p>\n\n\n\n
I googled.
I ChatGPT’d.
I (age alert) Lexis-Nexus’d.<\/p>\n\n\n\n
It’s true.<\/p>\n\n\n\n
Pew research and even the NYPost agreed.
\u21b3 I thought hell might freeze over
\u21b3 But that’s another post.<\/p>\n\n\n\n
Then I remembered what a financial advisor,
not yet our customer told me
earlier that day.<\/p>\n\n\n\n
She was worried about clients not following her well-crafted plan<\/p>\n\n\n\n
She said they always have wonderful, engaged sessions.<\/p>\n\n\n\n
Then clients leave the office
And nothing happens or
Just some of the things.<\/p>\n\n\n\n
And it clicked for me.<\/p>\n\n\n\n
This is just another measure of how the media shapes the narrative and client behavior.<\/p>\n\n\n\n
True in every field, but particularly in wealth management.<\/p>\n\n\n\n
\u2192 So your clients can’t hear you, not really.
\u2192 Not once they leave your office.
\u2192 But there’s a way through …<\/p>\n\n\n\n
Create a counter-narrative<\/p>\n\n\n\n
See when you fight a story with a fact<\/p>\n\n\n\n
You lose.<\/p>\n\n\n\n
But if you create a more credible story<\/p>\n\n\n\n
You win.<\/p>\n\n\n\n
How do you do it?<\/p>\n\n\n\n
After about 40 million client interactions,
We’ve got a pretty good idea.<\/p>\n\n\n\n
Frequent client messages
1. Small insights
2. Frequently delivered
3. Relevant and personal<\/p>\n\n\n\n
\u2192 Automate this.
\u2192 Cut through the media noise.
\u2192 Beat out the client Distraction | Doubt | Fear.<\/p>\n\n\n\n
Engage more, engage wisely.
Be the story, not the fact.
Create happier clients.<\/p>\n\n\n\n
Your client impact will skyrocket.<\/p>\n\n\n\n
PS How do you ensure clients follow your advice?<\/p>\n","protected":false},"excerpt":{"rendered":"
Americans 65+ spend 285 hours on social media every year My 1st reaction was Bu$h!t, but what I found worried me… I didn’t believe it. So I researched. I googled.I ChatGPT’d.I (age alert) Lexis-Nexus’d. It’s true. Pew research and even the NYPost agreed.\u21b3 I thought hell might freeze over\u21b3 But that’s another post. Then I…<\/p>\n","protected":false},"author":2,"featured_media":7262,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"content-type":"","om_disable_all_campaigns":false,"_monsterinsights_skip_tracking":false,"_monsterinsights_sitenote_active":false,"_monsterinsights_sitenote_note":"","_monsterinsights_sitenote_category":0,"_uf_show_specific_survey":0,"_uf_disable_surveys":false,"footnotes":""},"categories":[36],"tags":[61,59,51],"class_list":["post-7261","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-client-engagement","tag-advisor-tips","tag-client-service","tag-financial-advisor"],"aioseo_notices":[],"_links":{"self":[{"href":"https:\/\/www.blueleaf.com\/wp-json\/wp\/v2\/posts\/7261","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.blueleaf.com\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.blueleaf.com\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.blueleaf.com\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/www.blueleaf.com\/wp-json\/wp\/v2\/comments?post=7261"}],"version-history":[{"count":0,"href":"https:\/\/www.blueleaf.com\/wp-json\/wp\/v2\/posts\/7261\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.blueleaf.com\/wp-json\/wp\/v2\/media\/7262"}],"wp:attachment":[{"href":"https:\/\/www.blueleaf.com\/wp-json\/wp\/v2\/media?parent=7261"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.blueleaf.com\/wp-json\/wp\/v2\/categories?post=7261"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.blueleaf.com\/wp-json\/wp\/v2\/tags?post=7261"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}