Attracting Next-Gen Talent and Clients w/ Dan Graham

In this episode, Rory engages in a conversation with Dan Graham, the Founder of docVinci and Head of Marketing at Next Gen Planners. Together, they explore strategies for attracting next-gen talent and clients through financial planning. Dan delves into the evolution of financial planning, emphasizing the importance of personal branding and having a unique service proposition (USP). He shares valuable marketing tips and tools from Next Gen Planners on how to enhance the client experience. Discover how innovative firms are servicing clients through a subscription model, similar to Netflix or Amazon Prime, as a way to better meet client needs. They explore the significance of understanding clients' values, motivations, and emotions in addition to their financial goals. Find out about the impact relationships have on retirees, particularly men whose social circles are often tied to their work. Dan also talks about the influence of social media platforms like TikTok and Instagram, highlighting the increasing reliance on peer recommendations and advice. Don't miss this enlightening episode on financial planning, marketing, and effective engagement with the Next Generation with one of the UK's financial planning thought leaders, Dan Graham!