for expert insights on the most pressing topics financial professionals are facing today.
Learn MoreOur Media Hub is your one-stop resource for high-definition marketing videos that help demonstrate your value to clients and prospects alike. We regularly add new videos on a range of subjects, including educational shorts and celebrity-narrated advisor presentations, all aimed at a wide variety of targets markets, from small business owners to affluent retirees and everything in between.
The newest category in the Media Hub is our Youth Fundamentals Video Series. These videos, aimed at 17 – 34 year olds, help you reach one of the most overlooked reservoirs of potential clients: your clients’ children.
Connecting to the next generation of clients is something many advisors struggle with. In fact, according to recent studies, nearly every heir ends up leaving their parent’s advisor. Fortunately, by getting the conversation started early enough, advisors are able to address this tendency and bridge the gap between their current clients and their future book of business.
Our Youth Fundamentals Videos make it easy for you to do just that. By offering simple tutorials on complex financial concepts, you help your clients’ children to make smarter financial decisions and position yourself as the family advisor.
In addition to the Credit Card vs. Debit Card and Buy or Lease a Car videos, the two newest videos now available in our Youth Fundamentals Series are:
https://www.youtube.com/watch?v=V0JEjwRUop0&feature=youtu.be?rel=0
https://www.youtube.com/watch?v=pV0uwo0c3DE&feature=youtu.be?rel=0
