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...

Section 5: Marketing and Client Relations

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 ...

Section 5: Marketing and Client Relations

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...

Section 5: Marketing and Client Relations

Section 5: Marketing and Client Relations

Section 5: Marketing and Client Relations