Advisor Marketing Partner℠

How Next-Gens Choose a Financial Professional

Financial education, digital engagement and brand presence are key to attracting Gen-Xers, millennials and Gen Zs.

After researching how next-gens choose a financial professional, Tareaz created Advisor Marketing Partner℠, a library of educational 30-second videos, social media posts, and marketing material that is approved^* for agent/advisor licensing and DBA branding.

Tareaz’s research is also the topic of her newest presentation, Engaging in a Digitally Driven Environment, which is full of actionable take-aways for financial professionals who want more next-gens.

Advisor Marketing Partner℠ Financial Topics

• Divorce
• Social Security
• Estate Planning
• Sound Investing
• College Funding
• Retirement Planning
• Business Succession
• Protecting Human Capital with Life Insurance

Educational Videos + Posts + Flyers

Each Advisor Marketing Partner℠ financial topic is explored in a 30-second video, 3 social posts and a flyer. The videos and flyers are effective appointment reminders and cross-selling tools.