What makes them tick, not just click

What makes them tick, not just click

The digital revolution has brought forth both challenges and opportunities for financial planners seeking to connect with their clients and provide professional, personalised value. One of which is acknowledging that it's more about understanding what makes your clients tick, and not what makes them click.

I have found that financial planners are uniquely skilled at exploring beyond numbers and figures, transforming their clients' financial journeys into compelling stories. With Contatto, we delve into the core of financial planning conversations, transcending the surface-level metrics of clicks and engagement. Our hope is to spark authentic connections and empower advisors to excel in the dynamic online space.

We appreciate the significance of the personal touch and offer online communication strategies to help financial planners effectively convey their personal narratives (aka. the articulation of value propositions, what makes them tick).

Gone are the days when #financialplanning was solely about selling products. Today, it's about building trust, providing comprehensive guidance, and prioritising client needs.

The financial planners that my team and I work with are driven by a genuine, authentic passion to positively impact their clients. We share this passion and collaborate closely with them to develop online communication strategies that foster meaningful connections.

In the digital era, accessibility and responsiveness are essential. Financial planners must be readily accessible to their clients whenever they need assistance. Through personalised emails, interactive online conversations, and captivating social media content, effective online communication bridges the gap and ensures that clients feel heard and supported - taking it beyond mere clicks.

This approach to building an online communication strategy empowers financial planners with the content and tools to meaningfully connect with their clients, building lasting relationships based on trust and reliability. The digitisation of this element builds dynamic dialogue that is not just about one-way content dumps that seek to attract clicks and opens the opportunity to forge two-way conversations that attract, connect and engage.

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