Allianz has fielded numerous research studies over the years, including the recent LoveFamilyMoney study. The purpose of these studies is to help financial professionals like yourself to prepare for client meetings and have conversations with them about their financial futures. By using our study insights, you may be able to help grow your business and gain referrals.
As demographics continue to shift, it's important to understand how changes in today's family structures may affect your business in the future, and how no two families are alike. Working to specialize in more than one cohort can bring different opportunities and help round out your practice.
The more you understand your clients, the better you can help them prepare for the future. Family dynamics change, and most likely your clients will go through multiple cohorts over the course of their lifetime.
Keep in mind that families are closer than ever and more supportive today than in the past. Leverage this closeness within the family to encourage good, open, and honest financial dialogue among family members.
Many people today are managing their debt to try to cover their current expenses, which means they need to be more strategic with the money they have left for the future. As a financial advisor, you can help clients work toward their financial goals and identify what they may need to better prepare for the future.
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