Accelerating Digital: 2020’s Impact on Financial Advisor Marketing

Results from Broadridge’s second-annual financial advisor marketing survey.

2020 Financial Advisor Marketing Study Results

What worked? What didn’t? What’s next? We spoke with 400 financial advisors to uncover how 2020 impacted marketing – and what growth-oriented financial professionals do differently to thrive.

As Broadridge embarked on its annual Financial Marketing Study, we were interested to see how 2020’s unprecedented challenges have affected wealth professionals. Our second annual study takes a closer look at what has changed since 2019, how top-performing financial advisors are acquiring new clients in the digital-first ecosystem and how they plan to increase ROI in the days ahead.

As was expected, the results uncover that financial advisors have been challenged by 2020 – when in-person activities came to a halt, so did advisor confidence. However, professionals with a defined marketing strategy found ways to overcome, shifting their focus to digital engagement for client acquisition.

Download this report see how others have reinvented their marketing strategy and to uncover tactics you can implement to get ahead in 2021.

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