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CASPER KLECZEK, Business Development Manager, Global X, Toronto, Ontario


 “I aspire to be known for trustworthiness, providing value, offering

                 honest product feedback, and assisting with social media growth.”

Recognizing Financial Advisors require more non-traditional support, Casper Kleczek, Business Development Manager at Global X in Toronto, Ontario pushes beyond the conventional practice to offer an extra layer of value to the clients he serves. Rather than solely offering product-related support, he also provides business development support by educating Advisors on ways to strategize and leverage social media.

“Unlike those who followed a streamlined process right out of school, I had to innovate and consider alternative ways to make an impact on Financial Advisors,” Casper explains. “One area I was familiar with was marketing.”

“Acknowledging the growing importance of having an online and visual presence for financial success in 2024 and beyond, I started acquiring expertise in this area. Taking a chance, I decided to explore whether Investment Advisors would be interested in establishing a social media presence. It turns out that many find it valuable, and now people seek my guidance in this regard.”

Casper guides his Advisor-Clients through the process of establishing a robust social media presence, aiding them in understanding how to develop an online profile to reach a broader audience and eventually generate income. “Particularly noteworthy is the role of LinkedIn, an essential resource that I have learned to leverage to optimize clients’ online presence.”

“Within two years, I have successfully developed my brand and expanded my followers,” he says. “Currently, I host weekly product-related meetings while also securing numerous presentations across different branches, signaling substantial growth.”

His dual role as a representative of an investment company and a guide in social media has proven invaluable for advisors seeking support in a rapidly changing digital landscape.

Navigating and Servicing the Diverse Needs of Financial Advisors

Catering to a diverse range of Advisors, from 20-year-old assistants recently entering the workforce to high-performing advisors ranked within the top five of Canada, Casper’s services adapt based on Advisor needs. “While some Advisors request help building and expanding their client base, others need higher-level product knowledge and complex solutions.”

“I’ve honed in on the key points that Financial Advisors often need assistance with,” he says. “I often post specific questions that prompt clients to consider aspects they may not have realized they should be addressing. By efficiently providing support, I offer value to clients based on the extensive experience I've accumulated over numerous similar situations.”

Balancing Structure and Personalization

Casper’s approach to client interactions strikes a harmonious balance between a systematic framework and a highly personalized approach. “While I enter each interaction with a plan, the first line on my agenda is intentionally left blank. It's a symbolic gesture reflecting the importance of adapting to the individual in front of me.”

“I value the crucial skill of understanding each person, navigating conversations based on their unique needs. Unlike AI, I believe in the human element—empathy and the ability to personalize strategies, setting human Advisors apart. I strive to embody these principles in all my interactions."

Beyond the personalized approach comes the need to remain ahead of the latest industry trends. “Being thoroughly informed about every aspect related to growing a business in the finance industry is crucial. This entails remaining up to date on market data, tracking trends, staying informed about the latest products, and, in my case, being immersed in the ever-evolving domain of social media strategies for Financial Advisors.”

“To continuously develop professionally, I actively pursue diverse credentials,” he mentions. “I engage in obtaining certifications and clearing exams to enhance my knowledge base. Additionally, I focus on the business side—nurturing and expanding a business, ensuring profitability, effective team management, and attracting clients through expert-level prospecting.”

How Social Media is Reshaping the Financial Advising Profession

Casper emphasizes that while some may still view social media as a casual or non-professional space, its potential as a powerful tool for Financial Advisors must not be overlooked.

“We are seeing a significant shift in how the younger generations consume information and connect with businesses,” he explains. “If you're not leveraging social media channels to reach and engage with potential clients, you’re essentially missing out on a crucial segment of the market.”

Casper stressed the idea that social media has become more than just a platform for personal interactions—it’s now a primary source of information and a key avenue for building professional relationships. “The next generations are turning to social media for recommendations, insights, and even financial advice. If Financial Advisors want to remain relevant and accessible to these demographics, establishing a robust presence on social media is no longer optional—it’s imperative.”

Highlighting the competitive advantage that proactive social media usage can offer in an increasingly crowded market, Casper says “Maintaining an active and engaging presence on platforms like Instagram, LinkedIn, and Twitter can help position Advisors as thought leaders and trusted resources. By sharing valuable insights, educational content, and personalized interactions, Advisors can foster stronger connections with both current and prospective clients.”

That being said, Casper cautions against complacency, noting that simply having a social media presence is not enough. “It's not just about being present on social media; it’s about actively participating and adapting to the latest trends and strategies,” Casper advises. “The digital landscape is constantly evolving, and Advisors must be willing to embrace change and innovation to stay ahead of the curve.”

Work-Life Harmony: Balancing Achievements and Personal Milestones

Even on his day offs, Casper takes pride in dedicating himself to striving for success without ever compromising on goals. “The pursuit of success often demands a significant allocation of time, and I’m not one to shy away from putting in the required hours,” he says.

That being said, Casper acknowledges the potential to reassess the need to strike more of a balance. “I am entering into a new phase of my life as I am soon to be married. This might mean putting more focus on family aspects, especially as we start planning our future and considering having kids.”

Looking forward, Casper expresses excitement for the future of finance and social media. “I'm putting in a lot of effort to highlight the massive opportunity that exists in the social media space for making money and growing one’s business. It's not just a big opportunity; it’s a crucial one. It’s just a matter of time before you start seeing results.”

“Getting started is often the hardest part, and that's where I come in to help.”

Taylor Stranaghan is a skilled business content writer and editor for My Business Magazine, who brings forth a wealth of knowledge and expertise. With years of experience crafting compelling narratives, she excels at producing high-quality, engaging content that informs, educates, and inspires readers.

Casper Kleczek

Business Development Manager

Global X Canada

55 University Avenue, Suite 800

Toronto, Ontario M5J 2H7


The views/opinions expressed herein are solely those of the author and may not necessarily be the views of Global X Canada. All comments, opinions and views expressed are for informational purposes only and do not constitute an offer to sell or the solicitation of an offer to purchase investment products managed by Global X.


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