Strategic partner
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.
