Marketing
While many advisors are using traditional channels
to promote their business, like their website and
newsletters, there is a missed opportunity for business
expansion: only 32% of advisors are engaging with
their client's children. However, more experienced
advisors are twice as likely to do so.
How do you promote/
communicate your offering
to clients and prospects?
Website
61%
Educational content
Blog, newsletter, webinar
48%
Client Portal access
37%
Offer to engage with
client's children
32%
Other
Word of mouth/referrals, I don't promote
4%
8 FOR HOME OFFICE AND ADVISOR USE ONLY. NOT FOR DISTRIBUTION TO THE PUBLIC.
