Advisors: change is coming -- you ready?

The way they communicate is different. The first text message sent was in December 1992. A kid in Los Angeles recently set a record by sending 214,541 texts in a single month. Information flow and technology will continue to fuel the need for education and wisdom, which aren’t necessarily conjoined. Being an advisory liaison between the generations portend to us such amazing perspective and insights to guide both the senior and their children (our future clients).

And yet it is with this entire ever changing environment that is exciting, motivating, stimulating and simultaneously heart stopping scary. Just like a wild roller coaster. It is thrilling to have new challenges but also requires us to put behind the fear of change and face the unknown versus the status quo.

Establishing, cultivating and massaging a relationship with the children of your senior clients, using the language and technology that they understand will secure your place amongst their family’s most trusted advisors.

While one needs to put a name with a face and a handshake with a look in the eye — it is equally imperative that you also take advantage of the technology that is available to you. An example of using technology and social networking is the study of monies raised by each of the presidential candidates in the most recent election. In February of 2008, John McCain raised a lucrative $11 million dollars by attending fundraisers, pancake breakfasts, chicken dinners and hand shaking.

Meanwhile, President Obama had a social networking team in play and raised $55 million while not ever flipping a flapjack or attending a fundraiser in person. Technology will help you grow your business, better and quicker. Will you choose to work harder for less or work smarter for more? Come to the Expo to learn how. Whether you want to “run” with the pack or be more of a spectator in the race, you’re going to have more options, opportunity and freedom than ever before imagined.