Wealth Management Is In Its Digital Era: Gen Z Advisors Talk Social Media
Advisors Describe How Digital Tools Are Transforming Client Engagement
Wealth Solutions Report, 9/17/25 (Written by Sander Ressler, an Ascentix Strategic Partner)
According to the 2025 U.S. Financial Advisor Satisfaction Study conducted by J.D. Power, 45% of early-career advisors identified social media as a top investment priority. These younger professionals are more inclined to leverage technologies and tools — such as social media and search engine optimization (SEO) — to prospect for and connect with clients who demand more personalized and holistic support.
Are advisors who favor traditional communication methods, such as webinars and in-person seminars, missing an opportunity to reach out to investors more effectively and meet them where they are?