Adapting to the Silver Tsunami: Growth Strategies for Entrepreneurial Advisors (Ep. 86)
The financial advisory business is on the cusp of a massive transformation!
Is your firm ready to catch the wave of the Silver Tsunami? Are you prepared to engage with the next generation of clients who communicate and consume information very differently?
In this episode, Jeremy Houser discusses the challenges and opportunities facing financial advisors in 2025. He emphasizes the importance of adapting to new technologies and communication methods to connect with both current and future clients.
Additionally, Jeremy shares data and strategies on client engagement, tech implementation, and the necessity of connecting with the younger generation to sustain and grow advisory firms.
Jeremy highlights:
- The “Silver Tsunami” and its effect on advisory practices
- Technology preferences: Gen Xers vs. Baby Boomers
- The “Great Wealth Transfer” and its ramifications for future services
- Innovative strategies to engage clients’ children for generational loyalty
- Strategies separating high-growth vs low-growth financial firms
- The crucial role of social media in reaching younger generations
- And more!
Resources:
- Check out: Authority Positioning Coach here!
- EP 79: Proven Habits and Social Media Strategies For Growth
Connect with Jeremy Houser:
- jeremy.houser@simplicitygroup.com
- 713-808-8548
- Schedule a Call
- Our Teams Website
- Connect with Jeremy
- @jeremyhouser_amp
- @jeremyhouserAMP
Podcast: Play in new window | Download | Embed