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The Digital Financial Advisor

The Digital Financial Advisor

The Digital Financial Advisor

Want to to know more about the Real Advantage of Digital Channels for Financial Advisors?

This Digital Financial Advisor Report provides insight into how Financial Advisors engage with online and offline media when conducting investment research, and how advisors are prompted to move through the decision process from awareness to recommendation / use of the investment product and on what type of materials & methods advisors use when communicating recommendations to clients.

Quick Stats:
“94% of Financial Advisors used at least 1 internet source for researching investments”

“82% of Advisors are prompted by ads to do additional research”

Download the Full 12 Page Report Below