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!
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Connect with Clients Through Video
- Create authentic video content to connect with clients where they are.
- Share valuable financial advice and glimpses into your personal and professional life.
Building a Network in a New City
- Alanna Morey built her client base in a new city by networking actively and using social media.
- This approach helped her connect with people authentically and convert connections into clients.
Overcoming Social Media Apprehension
- Start with short videos using a script and teleprompter app.
- Practice and get feedback; authenticity is key, even if it's not perfect.