how to get high value clients and what to do with them · social media channel of your choice link...

T H E B U I L D I N G

B L O C K S T O T H E F U T U R E

O F P L A N N I N G

P R E S E N T E D B Y A N D R E

G A RV I N

H O M O P H I LY

• A theory in sociology

that people

tend to form connections with

others who are similar to them

in characteristics such as

socioeconomic

status, values, beliefs,

or attitudes.

C L I E N T S A R E

S O C I A L L Y L I N K E D

Courtesy Rob Cain, CIO, Coca Cola Company

EXPLOSION OF DIGITAL ‘SOCIAL SIGNALS’

SIGNIFICANCE OF SOCIAL MEDIA TO CURRENT MARKETING EFFORTS

Putnam Social Advisor Survey 2018

A S S E T S G A I N E D

T H R O U G H S O C I A L M E D I A

T R E N D B Y A S S E T R A N G E

Putnam Social Advisor Survey 2018

FIVE USE CASES FOR MYBLOCKS

Prospecting

Engage the extended family

Client onboarding

Add value to clients and engage the partner /

spouse

Storytelling or as a presentation tool in your office

or clients home

1. PROSPECTING

Promote through the social media channel of your choice

Link to your website to allow the prospect to self-register

The prospect can explore topics they are interested in

An email is sent to you each time a prospects registers or logs into MyBlocks

2. ENGAGE THE EXTENDED FAMILY

New research from Cerulli finds only 13% of affluent investors choose to work with the same advisor their parents used.

Of the remaining 87% of investors who report not using their parents’ advisor, 88% of them indicate that they had never even considered doing so.

“Even if the members of the next generation have yet to accumulate significant assets, the practice should view this action as part of its marketing strategy,”

DEMO MYBLOCKS

C O N TA C T M E A G A R V I N @ M O N E Y G U I D E

. C O M