As more millennials and Gen Z investors enter the market, there is a noticeable shift in how they expect to connect with their advisors and businesses. Traditional referral models may not resonate as strongly with these younger generations, who prioritize transparency, access to technology, and authenticity in their relationships with financial professionals.
Scanning the horizon, many financial advisory firms are realizing that relying solely on past success is insufficient. There's an urgent need to adapt marketing strategies to not only attract younger clients but also to sustain long-term relationships that can withstand economic turbulence.
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