Modern investors are seeking financial advice in new and unexpected places, like LinkedIn and Instagram. With $84 trillion in assets expected to be passed down to Gen Xers and millennials by the end of 2045, wealth management professionals must engage on preferred digital channels in order to attract the next generation of high-net-worth individuals.
Hearsay empowers wealth advisors to compliantly engage with clients across social networks, on personal websites, and via text messaging and voice calling, to build trust and develop a strong personal brand.
