White Paper
Marketing Practices of Growth-Focused Financial Advisors
New research uncovers the strategies that drive client acquisition and AUM growth.
How do growth-focused financial advisors outperform their peers? New research surveyed 400+ financial advisors, focusing on practice goals, target markets and the ways high performers market and grow.
The bottom line: Customer acquisition rates vary widely – and smart marketing pays off. Yet, marketing isn’t easy, and what works is evolving fast. Advisors can still improve efficiency and impact.
