In this chapter we present key findings and insights from our survey questions on marketing and client relations, including marketing methods, the use of social media, target market categories and client communication.
Not surprisingly, the most important target markets for advisors across all three channels are mass affluent and high net worth individuals. Parsing the responses further, we observe that W/R advisors are relatively more focused on the upper end ...
When surveyed as to why they do not utilize social media platforms for their businesses, the reasons advisors give vary considerably. Approximately half of advisors across all three channels not on social media platforms claim it is due to uncert...
