Barron's Advisor
Alanna Morey: Making Content and Connecting With Clients | Next Gen
Mar 27, 2025
Alanna Morey, Managing Director at Ameriprise Financial Services and a pro at managing over $2 billion in assets, shares her insights on client engagement through social media. She discusses how financial advisors can leverage platforms like LinkedIn to connect authentically, even amidst compliance challenges. The conversation explores the importance of understanding client personas and mastering communication strategies, while also emphasizing the value of vulnerability and mentorship in professional growth. It's a must-listen for anyone in the advisory field!
21:33
Episode guests
AI Summary
AI Chapters
Episode notes
Podcast summary created with Snipd AI
Quick takeaways
- Building multi-generational relationships is crucial for financial advisors to ensure comprehensive wealth management aligned with family values.
- Utilizing social media effectively allows advisors to enhance client engagement and expand their network through authentic communication and valuable content.
Deep dives
Understanding Client Relationships
Building strong client relationships is essential for financial advisors, especially when working with multi-generational families. This approach allows advisors to engage with not only the primary clients but also their children and grandchildren, ensuring that wealth management strategies are aligned with the values and needs of the entire family. For instance, by maintaining open lines of communication across generations, advisors can address legacy concerns and financial education for younger family members. This holistic view fosters loyalty and trust, which can significantly enhance client retention and satisfaction.
Remember Everything You Learn from Podcasts
Save insights instantly, chat with episodes, and build lasting knowledge - all powered by AI.
