A decade ago, anyone who confessed to meeting their spouse on match.com would have stuck out from the crowd. Today, match.com is commonplace and a fully accepted way to meet life partners.
That’s what Peter Velardi believes will eventually happen with the financial advisory profession through FiPath for Advisors, a new and total online marketing solution that functions as a match.com for advisors by helping them leverage social media to connect with consumers.
FiPath, says Velardi, who is president and COO of the company, offers the three key elements that are fundamental to the future of the financial advisory profession: Connections, transparency and information.
“These days, more and more consumers, particularly Generation Xers, have a clear set of needs and they’re going online to get the financial information they need,” Velardi says.
Generation X controls about $12 trillion in assets, and it is a segment of the population that is actively in favor of financial advice and that wants to connect with financial advisors, Velardi says.