Advisor optimism is resurging and client acquisition is gaining ground. The third year of our benchmark advisor study uncovers key trends, marketing tactics and focus areas that leading wealth firms are using to grow AUM in 2022 and beyond.
Demand for Financial Advice Grew in 2021
Nearly six in ten financial advisors with $10 million in AUM or more report an increase in demand for their services.
66% of advisors are actively seeking new clients. The rest are taking on new clients selectively and opportunistically.
Marketing Spend Increases
Many advisors plan to increase their marketing spend in 2022.
It Pays to Have a Plan
Advisors with a defined marketing strategy report greater satisfaction with marketing ROI and greater confidence in meeting practice goals.
“Year over year, establishing a defined marketing strategy in the right channels, especially digital, yields both greater confidence in your marketing and greater marketing ROI. With most advisors increasing client-acquisition efforts and marketing spend, gaining this kind of an edge can be particularly critical.”
Learn More
Gain additional insights into shifting advisor trends and their implications on business outcomes.
Contact your Broadridge Account Representative
Call +1 855 252 3822
Let’s talk about what’s next for you
Our representatives and specialists are ready with the solutions you need to advance your business.
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| Table Heading | |
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| +1 800 353 0103 | North America |
| +442075513000 | EMEA |
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Want to speak with a sales representative?
| Table Heading | |
|---|---|
| +1 800 353 0103 | North America |
| +442075513000 | EMEA |
| +65 6438 1144 | APAC |
