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
-
- 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.
Latest posts by A&A Editorial Team (see all)
- The Optimism Factor: How Mindset Shapes Retirement Readiness - January 27, 2026
- Keeping Retirement Timelines on Track for the Peak 65 Generation - January 13, 2026
- Surviving the Silver Tsunami: The Need for Professional Guidance and Solutions - January 7, 2026
