Unveiling the Secrets to Engaging Next-Gen Investors and Leveraging the Great Wealth Transfer with Maddie Mitchell (Ep. 15)

The burning question that’s on every advisor’s mind: How can I effectively connect with the next generation of investors?

In a world where technology and digital presence reign supreme, it’s more important than ever to build authentic relationships with the Millennials and Gen Z, who are poised to become the next wave of investors. 

In this must-listen episode, Lara Galloway sits down with Maddie Mitchell, Marketing Director at White Glove, to uncover the actionable strategies that can help advisors build a strong digital presence and establish credibility with this elusive demographic.

• What next-gen investors look for while vetting financial professionals
• The type of content that they find most compelling and engaging
• The importance of proactively connecting with your existing clients’ heirs
• How your digital footprint (online reviews, social media, etc.) factors into the decisions of next-gen investors
• And more

Resources:

• Asset-Map
• White Glove Annual Virtual Summit
• Wealthtender

Connect with Maddie Mitchell:

• [email protected] 
• White Glove
• LinkedIn: Maddie Mitchell

About our Guest: 

Maddie Mitchell is an experienced marketing strategist, content creator, and social media specialist. As Director of Marketing at White Glove, she spearheads the B2B marketing strategy and collaborates with industry leaders to deliver educational resources and tools for financial professionals. Maddie is driven by her passion for empowering advisors to achieve their goals for growth through strategic marketing and the spread of financial education.