The Best Ways to Engage with Generation X and Y

Watch our replay of our web chat with Sophia Bera


Sophia Bera is a Fee-Only CFP® who provides affordable financial planning to her generation. She works with clients in their 20s and 30s across the country in a fun and accessible way. Plus, She is not your father's financial planner.

Webinar Notes: 

In this Advisors Ask, we answered all of your questions related to current marketing trends for financial advisors. We want to keep you in-the-loop with the latest marketing trends so that you will be equipped with the necessary tools to help grow your online presence as a leading financial advisor.

Advisors Ask Q&A:

  • What is your digital marketing and online lead generation strategy? What platforms/strategies/techniques are you using to get more traction with your website?
  • What are the most effective social media platforms to reach Gen Y prospects?
  • I am currently going through the RIA registration process. I will be curious to know how you work with startups and what the support looks like through that process.
  • Why do you think millennial clients work with you virtually as opposed to face-to-face, in-person, etc.?
  • Do you use any tools/resources to support social media and other content? If so, which ones?
  • How long does it take, on average, to prospect with this demographic before I am able to sit down with a prospect?
  • How do you go about creating more “call-to-actions”?
  • How much time do you spend on writing your weekly blog? What would you suggest to those just starting out?
  • How do you make financial planning “fun” for your clients?
  • ...and more