Word of Mouth Now Starts Online
Your best clients came from referrals. That hasn't changed. What's changed is what happens after someone hears your name.
The New Referral Process
Someone Mentions Your Name
At a dinner party, on the golf course, at their child's soccer game. A friend or colleague says, "You should talk to my advisor."
They Google You
Before they call, before they email, before they do anything—they search your name. It's automatic behavior now, especially for important decisions like choosing a financial advisor.
Your Website Speaks for You
This is the moment that matters. Does your site reinforce the recommendation they just received? Or does it create doubt?
"A dated website doesn't just fail to attract clients. It actively undermines the referrals you've already earned."
The Great Wealth Transfer
Over the next two decades, $84 trillion in assets will transfer from Baby Boomers to their children and grandchildren. This is the largest wealth transfer in history.
Here's the challenge: 70% of heirs fire their parents' financial advisor.
The heirs are digital natives. They research everything online. When they inherit assets, they'll Google you—and your website will influence whether they stay or go.
transferring by 2045
of heirs change advisors
will research you online first
Your Competition is Modernizing
While some advisors question whether digital matters, others are investing in their online presence. Every month you wait, the gap widens.
The Risk of Waiting
- Lost referrals you'll never know about
- Heir relationships at risk
- Falling further behind competitors
The Benefit of Acting Now
- Referrals convert at higher rates
- Next generation sees you as modern
- Stand out from stagnant competitors
Ready to Get Started?
Let's discuss how we can transform your digital presence and help you attract more ideal clients.