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Financial Advisor Marketing Tag

Our friends at Everplans provided this great research into why it is so important to keep the all relationships in the families you advise strong.

It’s time to start remembering kids birthdays and maybe sending a gift!

93% of advisors think that they will continue to manage the assets of a client that dies.
Fact: 85% of children Fire the financial advisor their parents used!
Only 7% of children know / knew who their parents financial advisor was.

Read more in the infographic below.

Infographic financial advisor and family marketing

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