Part 2: ... Particularly Among Larger Firms

Part 2: ... Particularly Among Larger Firms

Advisors at larger firms, namely regional firms and national wirehouses, were more likely to report that printed materials have a real impact on product knowledge and client acquisition and retention than advisors from independent broker dealers or RIAs.

Advisors at larger firms, namely regional firms and national wirehouses, were more likely to report that printed materials have a real impact on product knowledge and client acquisition and retention than advisors from independent broker dealers or RIAs. Yet both independent advisors and advisors from large firms had similar views when it came to the impact of website materials.

Interestingly, there was no significant difference between the average age of advisors in these two channels who replied to the survey, 50 vs 51 years for large firms and independents, respectively. But within each channel, advisors who favored printed materials tended to be a few years younger than advisors who reported that printed materials had little to no impact on product knowledge.

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