Investment Trend Monitor - Advisor Views on Marketing Support
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Advisors report that firm marketing support is most helpful when it contributes to their knowledge about specific products. That was just one of the findings of a recent survey by WealthManagement.com and FUSE Research Network of more than 771 advisors about their views on firm marketing support.
Advisors reported that printed materials aimed at helping develop knowledge, such as fact sheets, thought leadership, and value-added practice support, are more helpful than company profiles and product pitch books.
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...