All-Channel Trend Report

Marketing & Client Relations

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.

Highlights

The Forgotten Generation X

Jul 11, 2017

Generation X marks the spot for wealth managers’ next big fee pool.

Section 5: Marketing and Client Relations: Key Takeaways

Jul 22, 2015

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Part 8: Marketing Methods of Advisors

Jul 22, 2015

Marketing methods of all three advisor channels exhibited similar trends to those of client communication with ...

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Part 7: Communication Methods With Clients

Jul 22, 2015

Section 5: Marketing and Client Relations

Part 6: Importance of Target Markets

Jul 22, 2015

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 ...

Part 5: Social Media Use By Advisors

Jul 22, 2015

Section 5: Marketing and Client Relations

Part 4: Reasons Advisors Are Not Using Social Media

Jul 22, 2015

When surveyed as to why they do not utilize social media platforms for their businesses, the reasons advisors give vary considerably. Approximately half of advisors across all three channels not on social media platforms claim it is due to uncert...

Part 3: Use of Social Media to Promote Firm

Jul 22, 2015

Section 5: Marketing and Client Relations

Part 2: Effectiveness of Different Marketing Methods For Attracting New Clients

Jul 22, 2015

Section 5: Marketing and Client Relations

Part 1: Focus When Selecting Potential Clients

Jul 22, 2015

Section 5: Marketing and Client Relations