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“I believe there’s simply not sufficient good monetary companies on the market for millennials, particularly if they do not have 1,000,000 {dollars} with their monetary establishment. We’re additionally listening to tales of financial institution advisors pushing their purchasers into advanced merchandise that make them massive commissions,” he says. “That’s not our sport. … We’re right here to assist change that.”
To ensure he attracts the suitable purchasers, Lichtman is disclosing particulars about his charges on the web site. Whereas he’s recognized for a while that millennial purchasers and prospects need to see that info on advisors’ web sites, technical limitations on his earlier website, amongst different elements, prevented him from providing that sort of transparency earlier than.
“Our goal demographic is tremendous lively on social media … I’ve received a powerful presence throughout platforms, nearly 90,000 followers, and I’m bringing on one other one that’s received 95,000,” he says. “We’re additionally planning to hit laborious with our search engine optimisation via fashionable, short-form weblog posts. That features taking our TikTok and Instagram movies, transcribing them, and turning them into weblog content material.
“Social media is not nearly attain; it is about engagement. We’re tapping into what our viewers needs to know, like the fundamentals of RRSPs or TFSAs, and breaking it down in a means that is simple to digest,” Lichtman provides. “The objective is to make our agency the go-to useful resource for millennials.”
Looking onto the long run, Lichtman says he aspires to offer purchasers with a full suite of companies, with the objective of giving millennial purchasers a substitute for working with conventional banking companies.
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