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Assess your online presence and apply digital strategies to help you optimize online prospecting

Note: Prior to using LinkedIn or implementing any of the strategies referenced in this presentation, please consult with your firm’s legal and compliance teams, social media policy, and required participation in social media programs.

 

Online Strategies to Acquire High Net Worth Clients

Many financial professionals have no idea if their online presence is helping or hurting their affluent prospecting efforts. And how would they? They aren’t out there studying the digital trends of affluent consumers. That’s how we can help. Oechsli 2019 affluent consumer research uncovered digital strategies that can help you prospect and connect with them.

 

You Learn:

  • How to build your online presence
  • Digital strategies to connect with 3 different affluent age groups
  • How to be found when prospects do a Google search for a financial professional

 

 

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Presentation

Worksheet

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Next Steps

1 Download a copy of the workbook
2 Complete the action step on page 4 to begin engaging with clients and prospects on Facebook
3 Complete the action step on page 7 to begin building your online presence while attracting new affluent prospects

Prior to implementing any of the strategies referenced in this article or workbook, please consult with your firm’s legal and compliance teams about social media policies and required participation in social media programs.

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