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RIA Benchmarking Report: Marketing Strategies

Referrals, client appreciation events and seminars still dominate advisor marketing tactics. And while most firms do not offer automated investment services, they do not see the "robos" as a threat to their business. regularly surveys financial advisors as part of our ongoing benchmarking reports. Our most recent survey, completed by 522 representatives of registered investment advisory firms in July and August, focuses on marketing tactics these firms find most important, how they prioritize client communication and their changing attitudes about robo advisors—no longer seen as a threat, but adoption of the technology is still low.

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