IDFA Online Learning
Practice Management: An Overview of Online Marketing Trends in Financial Planning
Recorded On: 10/04/2022
Today’s consumers increasingly begin… and end… their search for a financial advisor online. This fact has led to a rippling set of changes affecting our industry:
Millennials and Generation X members, the prospective clients of many advisors, are set to inherent $35 trillion in wealth from their Baby Boomer parents. However they are unlikely to simply use their parent’s advisor. Nor are they likely to use the geographically nearest financial planner. Many are comfortable working with a professional via email and virtual meetings.
The SEC has recognized this trend and overhauled their marketing rules for the first time since the 1940s. Now, advisors are able to communicate online more freely. They can join digital platforms where they can compete on price, specialization or both.
Should you buy leads from SmartAsset? Pay Zoe Financial’s annual fee? Pay an AUM fee to Schwab in perpetuity? Or apply for Harness Wealth’s exclusive service?
Finsie.com is the first comprehensive marketplace of financial providers. We have built a unified platform where consumers can search for, evaluate, book and pay for financial services. As an IDFA member, you have special access to the platform. Join the webinar and find out more!
This presentation covers the following topics:
- Which digital marketing trends are driving the evolution of the financial advisory business
- Problems facing consumers as they seek a financial advisor online
- How the Finsie solution increases trust and transparency in our industry
- How the Finsie platform can help financial advisory firms specialize and grow within their consumer niches
- How the Finsie marketplace is different from others
Co-founder and CEO of Finsie
Matt Stewart, is a co-founder and the CEO of Finsie. He is a digital marketing expert with 10+ years of financial services marketing experience at LendingTree, NerdWallet and Quinstreet (parent of Insurance.com, Insure.com) and led digital marketing at Zecco, which is now Ally Invest. His work has been innovative, developing industry-first marketing tactics in lifecycle marketing and social media influencer strategies. And operates at massive scale: Matt has managed $100 million marketing campaigns delivering billions of ad impressions per month.
Through his work in the FinTech industry he discovered a massive hole in the market connecting consumers with professional financial service providers.