The reports are in! According to a recent study by Ficomm Partners, advisory firms are NOT marketing to consumers the way they prefer. While 45% of investors surveyed report selecting their advisors through digital channels, only 29% of firms focus on digital marketing in their strategy.
Key takeaways
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- Consumers, particularly younger demographics and high-income earners, are increasingly choosing advisors through digital channels, rather than relying solely on referrals.
- Beyond demographics, understand your ideal client profile on a personal level. Know their values, online habits, and content preferences to tailor your marketing for maximum impact.
- Elevate your online presence with valuable, educational content to leverage digital marketing channels.
The Agent & Advisor Editorial Team is a highly skilled and dedicated group of professional writers and editors within the life, health insurance and financial services industry. Committed to delivering accurate, informative and engaging content, this team possesses a deep understanding of the intricacies and complexities of the industry.
Learn more about the Editorial Team.
Learn more about the Editorial Team.
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