Increasing Advisor AUM
A sneak peek at real-world applications to grow financial practices
Financial advisors who effectively leverage communication strategies are experiencing unprecedented growth in their practices. In today's digital-first environment, implementing new communication strategies can provide unparalleled opportunities to connect with prospects, demonstrate expertise, and build trusted relationships at scale.
Source: Federal Reserve's Survey of Consumer Finances
Leveraging Multiple Platforms to Maximize Reach and Engagement
The network effect strategy focuses on utilizing multiple platforms and communication methods to create exponential reach and engagement opportunities. This approach recognizes that each platform has unique advantages and audience characteristics.
Prospect impressions from viral content
From converting just 0.1% of viewers
Ideal for client testimonials and community building with 35-65 audience.
Primary platform for professional insights and industry credibility building.
Quick market insights and joining financial conversations in real-time.
Educational content with high trust-building and SEO value.
200 followers per platform becomes 800 immediate connections, with second-degree reach up to 4,000 people and beyond.
Engagement triggers platform algorithms to promote content to similar users outside your network.
Multi-platform visibility creates multiple touchpoints with prospects, strengthening recognition and trust.
3-4 posts per week across platforms, with content tailored to each platform's style and audience.
Transform a single insight into multiple formats: article, video clip, infographic, and quote card.
Respond to all comments within 24 hours to boost algorithmic visibility and build relationships.
A financial advisor with viral content reaching 10,000 people can generate significant potential assets. With average retirement savings across age groups and a modest 0.1% conversion rate:
Regular posting across platforms builds momentum and visibility, even if every post isn't perfect. Focus on steady progress rather than flawless execution.
The real power comes not from your direct connections but from their networks and the platform algorithms that extend your reach to qualified prospects.
Even a tiny conversion percentage (0.1%) can translate to significant assets under management due to the high value of each potential client relationship.
Becoming the Go-To Expert for a Specific Demographic
The Content Authority strategy is a tactical approach that involves targeting a specific demographic segment often with substantial retirement assets. By focusing on the unique challenges and opportunities of this demographic, advisors can position themselves as the go-to expert for this audience.
Average assets per client (55-64 age group)
From just 10 new clients in this demographic
Pre-retirees with substantial savings who need transition planning
Peak earning years with avg. $313,220 in savings
Early retirees with avg. $609,230 in savings
With targeted content reaching 5,000 viewers in the 55-64 age bracket, we can calculate the potential business impact:
Note: Clients in this demographic typically have longer relationships and lower service requirements than younger clients, improving lifetime value.
Specializing in a specific demographic creates stronger connections and significantly higher conversion rates than generic content aimed at everyone.
Consistently creating specialized content positions you as the natural choice for that demographic when they're ready to seek professional guidance.
Targeted content naturally attracts ideal-fit clients while filtering out poor matches, leading to more efficient prospecting and higher-quality client relationships.
Building Trust Through Educational Video Content
We aim to help grow advisor AUM through our easy-to-use system that provides strategic communication tools, including intelligent pre-review, automated violation flagging, training, and more.
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