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
- 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.
Advisor Marketing Partner℠ is a service mark of Pegues Branding Group, LLC dba Tareaz Pegues. All Rights Reserved.
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