Usually when we speak about amicable media – and disciple for a use – we concentration on a advantages to we a financial services veteran – a ability to yield improved customer service, a longer-term idea of receiving new business, etc. But, an engaging investigate held my eye a other day – it focused on a fact that 90% of high net value investors use amicable media. What improved approach to remonstrate we to use amicable media than to know that a contingency are unequivocally good that your customer is regulating it as well?
First, a study. Cogent Research, teaming with LinkedIn, surveyed mass affluent, abundant and ultra-affluent investors with some-more than $100,000 in investible assets, and privately honed in on their use of amicable media, as good their perceptions of amicable media. The formula are utterly interesting:
- Over 90% attend in amicable media in some form or another
- Only 4% now correlate with their financial confidant on amicable media, though 52% pronounced they would if their financial confidant employed amicable media
- 67% revisit LinkedIn and Facebook on a monthly basis
- 46% of investors regulating amicable media do not have a financial advisor
- 28% understand a financial association as “innovative” and “on a slicing edge” if they implement amicable media
In a suggestion of giving clients what they want, these statistics should during slightest incite some critical meditative about how we use amicable media. Of course, only meaningful that your clients implement amicable media is not adequate – we need to know what their elite media are and a small some-more about what they are looking for.
When in doubt, a best thing is to always ask. Why not control a consult of your clients/prospects geared toward saying how we can yield improved information to them – timely information supposing when they wish it and how they wish it. Clients will conclude that we are soliciting their opinion and perplexing to urge your deliverables. You’ll be means to hoard useful information in formulation your customer servicing efforts relocating brazen as well.
If we don’t wish to do a survey, afterwards incorporate amicable media into your subsequent quarterly examination with clients and/or conversation. Informally ask them their opinions – we can accomplish many of a same goals as a survey. Use whichever format creates we and your clients feel some-more comfortable. You will be blissful that we do.








