a compliance minefield<\/a>, is also part of the solution. Smith recommends platforms that integrate compliance into the workflow, making it easier to post with confidence and to get it right.<\/p>\n\u201cThe key is consistency,\u201d she notes. \u201cWhen advisors regularly share high-quality, compliance-approved content, they not only stay top of mind, advisors enhance their credibility, expand their reach, and engage with younger investors, without compromising on regulatory standards.\u201d<\/p>\n
Technology is also helping bridge the financial literacy gap for those not yet working with an advisor.<\/p>\n
\u201cVideo content has become a highly effective way for young investors to engage with and understand financial topics,\u201d says Smith, adding that digital calculators and planning tools \u201care empowering individuals to model savings strategies, estimate retirement needs, and explore different investment options on their own.\u201d<\/p>\n
And looking ahead, what does she see as the most critical capability advisors will need to succeed over the next 5\u201310 years?<\/p>\n
\u201cOne of the most critical capabilities for advisors will be their use of a single marketing platform that enables them to share personalized content at scale with their investors,\u201d she says. \u201cWith a significant portion of the advisor population nearing retirement in the next decade, it\u2019s critical to find solutions that allow advisors to efficiently grow and manage their businesses without sacrificing the personal relationships that set them apart.\u201d<\/p>\n
This, she adds, means that scalable, data-enriched lead generation campaigns are essential, as they provide valuable insights into prospects\u2019 financial health and goals, helping advisors tailor their outreach more effectively.<\/p>\n
\u201cAdditionally, to cater to different learning styles across their client base, advisors need the ability to share personalized content through a variety of formats, such as videos, articles, webinars, and infographics. Embracing these strategies will position advisors to thrive amid industry change and evolving client expectations,\u201d Smith concludes.<\/p>\n","protected":false},"excerpt":{"rendered":"Kristy Smith from Broadridge says advisors who can’t adapt risk being left behind. Younger investors aren\u2019t just entering…\n","protected":false},"author":2,"featured_media":76635,"comment_status":"","ping_status":"","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[39],"tags":[54297,28,147,530,74],"class_list":["post-76634","post","type-post","status-publish","format-standard","has-post-thumbnail","category-personal-finance","tag-broadridge","tag-business","tag-personal-finance","tag-personalfinance","tag-technology"],"_links":{"self":[{"href":"https:\/\/www.newsbeep.com\/us\/wp-json\/wp\/v2\/posts\/76634","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.newsbeep.com\/us\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.newsbeep.com\/us\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.newsbeep.com\/us\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/www.newsbeep.com\/us\/wp-json\/wp\/v2\/comments?post=76634"}],"version-history":[{"count":0,"href":"https:\/\/www.newsbeep.com\/us\/wp-json\/wp\/v2\/posts\/76634\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.newsbeep.com\/us\/wp-json\/wp\/v2\/media\/76635"}],"wp:attachment":[{"href":"https:\/\/www.newsbeep.com\/us\/wp-json\/wp\/v2\/media?parent=76634"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.newsbeep.com\/us\/wp-json\/wp\/v2\/categories?post=76634"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.newsbeep.com\/us\/wp-json\/wp\/v2\/tags?post=76634"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}