We’ve said it once and we’ll continue to say it: Today’s consumers want what they want, and they want it when they want it… But there’s more to it for financial advisors in 2025. Hyper-personalization is increasingly necessary for financial advisors, meaning people don’t just want to understand the company they’re doing business with, they want their financial advisory firm to know them–to understand them.
And the bigger the purchasing decision, the more important this is… and remember, there’s no bigger purchasing decision than handing a firm your life savings. Combine that with new marketing capabilities to successfully hyper-personalize, 2025 is the year you’ll lose business to competitors who hyper-personalize if your firm isn’t participating in this trend.
