Facebook, WhatsApp, and Zoom are the most popular channels of communicating for advisors. However, nearly one in eight advisors said that they don’t use any messaging apps. While this share has been steadily dropping, it needs to come down to zero, as advisors must take advantage of how clients are communicating. Of those who said that they don’t use any messaging apps to communicate with their clients, nearly one in two were over 65 years old. Sometimes, it might be client demographics that prevent the use of technology. One advisor shared, ASSISTANCE NEEDED IN GROWING THE BUSINESS Eighty percent of my clients are seniors and they do not message. They prefer a phone call which I follow up with an email so they don’t have to write the info down and can always refer back to it. 13% 2% 6% 7% 12% 19% 27% 29% 46% 46% 59% I do not use any app X/Twitter Skype Supplier apps Google Meet Microsoft Teams Instagram iMessage WhatsApp Zoom Facebook Messenger 5% 47% 48% ADVISORS NOT USING ANY APP, BY AGE 18-44 years 45-64 years 65+ years ADVISOR AFFILIATIONS 24 | CHART 16