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T H E B U I L D I N G
B L O C K S T O T H E F U T U R E
O F P L A N N I N G
P R E S E N T E D B Y A N D R E
G A RV I N
H O M O P H I LY
• A theory in sociology
that people
tend to form connections with
others who are similar to them
in characteristics such as
socioeconomic
status, values, beliefs,
or attitudes.
C L I E N T S A R E
S O C I A L L Y L I N K E D
Courtesy Rob Cain, CIO, Coca Cola Company
EXPLOSION OF DIGITAL ‘SOCIAL SIGNALS’
SIGNIFICANCE OF SOCIAL MEDIA TO CURRENT MARKETING EFFORTS
Putnam Social Advisor Survey 2018
A S S E T S G A I N E D
T H R O U G H S O C I A L M E D I A
T R E N D B Y A S S E T R A N G E
Putnam Social Advisor Survey 2018
FIVE USE CASES FOR MYBLOCKS
Prospecting
Engage the extended family
Client onboarding
Add value to clients and engage the partner /
spouse
Storytelling or as a presentation tool in your office
or clients home
1. PROSPECTING
Promote through the social media channel of your choice
Link to your website to allow the prospect to self-register
The prospect can explore topics they are interested in
An email is sent to you each time a prospects registers or logs into MyBlocks
2. ENGAGE THE EXTENDED FAMILY
New research from Cerulli finds only 13% of affluent investors choose to work with the same advisor their parents used.
Of the remaining 87% of investors who report not using their parents’ advisor, 88% of them indicate that they had never even considered doing so.
“Even if the members of the next generation have yet to accumulate significant assets, the practice should view this action as part of its marketing strategy,”
DEMO MYBLOCKS
C O N TA C T M E A G A R V I N @ M O N E Y G U I D E
. C O M