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Take advantage of the biggest wealth transfer in Canadian history.
Nearly $84 trillion will change hands from older to younger generations over the next 25 years. And many advisors are worried about being left behind. Let us help you capitalize.
Research shows about half of all new prospects say they’ve eliminated an advisor from consideration based on what they did or didn’t find out about them online.
In today’s digital age, your online presence is your new business card, a gateway for potential clients to glimpse your expertise, values, and approach to financial management.
This statistic is a wake-up call for investment advisors to scrutinize their digital footprint. It’s not just about being found; it’s about making a lasting impression that aligns with the high standards and expectations of modern clients.
With the right strategy, your online presence can become a powerful asset in attracting the right clients and opportunities, turning digital scrutiny into your competitive advantage.
our services
the services we offer.
social media
86 % of financial publication readers say it’s important for business leaders to use social media
Our branding services is designed to elevate financial advisors by creating a distinctive identity that captures the essence of your practice and communicates your unique value proposition clearly to your target audience.
At Finnect, our foundation is built upon a deep-seated knowledge and genuine understanding of the financial advisory landscape, honed from our extensive backgrounds as business development managers.
Through direct interactions with thousands of advisors, we’ve developed a keen insight into the unique challenges and nuances of this profession. Our approach is rooted in empathy and experience, guiding us to create solutions that are not just effective but truly resonate with the needs and aspirations of financial professionals.
We stand committed to fostering a culture of credibility and trust, aiming to empower advisors with the tools and strategies needed for success in a digital-centric world. Our ethos is grounded in collaboration and shared growth, ensuring that we work alongside you as partners in navigating the digital transformation of the wealth management sector.
Your LinkedIn profile, social media pages, and online content serve as a 24/7 showcase of your professionalism, thought leadership, and success stories. They are crucial tools in building trust and credibility long before the first handshake.
Let’s ensure that what they discover about you online not only meets but exceeds their expectations.