Revolutionizing Client Engagement: Merging Social Media Dynamics with Wealth Platforms

WMTV on Location brought to you by Sponsored Content Practice Management>Business Planning Revolutionizing Client Engagement: Merging Social Media Dynamics with Wealth Platforms Tom Fields of Fynancial suggests merging client portals and engaging social media-like content for attracting next-gen wealth.

 

With the Great Wealth Transfer looming, financial platforms are challenged with attracting next-gen wealth. To cater to this demographic, Tom Fields of Fynancial explains why platforms need to integrate features they're familiar with, like the social media scroll. The new advisor platform concept merges the essence of current client portals with the engaging dynamics of social media, focusing on content over charts and numbers. This design not only attracts and retains clients but also captures legacy business, especially benefiting teams that produce content but struggle with visibility due to algorithmic constraints.

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Owl Media Group takes pride in providing social-first platforms which equally benefit and facilitate engagement between businesses and consumers and creating much-needed balance to make conducting business, easier, safer, faster and better. The vision behind every platform in the Owl Media suite is to make lives better and foster a healthy environment in which parties can conduct business efficiently. Facilitating free and fair business relationships is crucial for any thriving economy and Owl Media bridges the gap and open doors for transparent and successful transacting. No advertising funds influence the functionality of our media platforms because we value authenticity and never compromise on quality no matter how lucrative the offers from advertisers may seem.

Originally posted on: https://www.wealthmanagement.com/business-planning/revolutionizing-client-engagement-merging-social-media-dynamics-wealth-platforms