The financial planning industry is changing as Baby Boomers age and a new generation of clients emerges with different expectations. Traditional referral-based marketing is no longer enough, as modern investors increasingly rely on digital sources when making financial decisions. This shift requires advisors to adapt their strategies and embrace digital marketing to stay competitive. With many advisors identifying client acquisition as a key future challenge, firms must evolve by using online tools and platforms to reach prospects effectively. By aligning services with the preferences of today’s digital-first audience, financial advisors can better attract, engage, and retain clients in a rapidly transforming marketplace.

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