According to Dani Fava, Head of Strategic Development, we’re living in the age of the creator, a shift that the COVID-19 pandemic is advancing. Not only are people opting to make their own content and share their own voice—through podcasts, YouTube videos, and blogs—but, in turn, people are also seeking out more personal connections and customized content for their own consumption.
This transition is changing our entertainment preferences, the way we shop, even the way we travel. It’s likely that it will also impact financial services, offering a potential boon for independent financial advisors, who are more relatable than institutions. But, advisors and other financial services professionals need to consider how their products and services measure up under this new lens.
In a recently published article in RIA Intel, Dani explains why this shift will likely benefit independent financial advisors and what they should do to find their voice, become creators, and connect with the clients of today.
Read “To Serve Next Gen Clients, Advisors Must Embrace ‘The Age of the Creator’” on RIA Intel.
Dani Fava, Head of Strategic Development, Envestnet
As Head of Strategic Development at Envestnet, Dani accelerates the firm’s strategic vision to help advisors make financial wellness a reality for more people. Dani draws on more than 15 years of wealth management and technology experience, and most recently served as Director of Institutional Innovation at TD Ameritrade Institutional.
Dani was named to the 2020 IA25 by ThinkAdvisor, which also honored her as one of the Top Women in WealthTech for 2019.
Follow Dani on Twitter at @ENVDani.
The information, analysis and opinions expressed herein are for informational purposes only and do not necessarily reflect the views of Envestnet. These views reflect the judgment of the author as of the date of writing and are subject to change at any time without notice. Nothing contained in this piece is intended to constitute legal, tax, accounting, securities, or investment advice, nor an opinion regarding the appropriateness of any investment, nor a solicitation of any type.