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.
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Marketing methods of all three advisor channels exhibited similar trends to those of client communication with heavy overall use of client appreciation events and seminars for direct client interaction and email and social media campaigns for bro...
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 ...
