Digital/social tools are becoming table stakes for financial advisors according Accenture
Accenture recently released key findings from our research on an emerging US investor population coined Generation D (Gen D), where the D stands for Digital. The digital behaviour of a prospect/client will have a growing impact on the relationships these investors have with financial institutions and advisors.
Consistent and effective use of digital tools and social channels is becoming increasingly necessary for financial advisors to remain relevant to Gen D investors who already represent a large and viable market segment.
Financial Advisors are having significant success using Social Media for client acquisition, with 25% indicating they’ve gotten new clients through LinkedIn and 21% trough Twitter.
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