The 2022 Study of Best Practices for Financial Advisor MarketingThe 2022 Study of Best Practices for Financial Advisor Marketing
The latest Wealth Management IQ Best Practices Research Study establishes benchmarks for which channels and practices firms are currently using to market themselves to potential clients.
December 9, 2022
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It’s easier to grow a financial advisory firm in a rising market and maintain a growth trajectory. But market volatility removes that natural updraft, placing more pressure on a part of the business many financial advisors don’t give their full attention: marketing.
While most financial advisors understand that marketing is important, executing that part of the business can be difficult. So most advisors end up doing what everybody else is doing, leaving a lot of untapped potential for return on their marketing investment.
This report explores:
Surveying the growth landscape
Channels and marketing activities
Marketing resources and staff
Opportunities to improve marketing ROI
Download the report.
