For your clients, being wealthy isn’t about a number – it’s about the bigger picture. Being able to enjoy their lives with the people who mean most to them. With the latest video, #Goals, show your clients how you can work with them to understand their unique challenges and aspirations, and build a plan that can help them get there.
The #Goals video is designed to help Millennials understand the true value of financial planning, with an inspirational message about how true financial planning is about more than just money. It’s about setting goals and working toward your ideal future. This video establishes the advisor as an advocate, a true partner who understands the unique needs of their generation. With the #Goals video you can help position yourself as a partner to Millennial clients.
- Embed the video into a presentation targeting millennials.
- Include the video in an email to a Millennial prospect to help them understand the value of a financial advisor. (View Sample Client Email)
- Share the video through your social media channels along with some advice targeted to the millennials. (View Sample Social Media Messages)