The Financial Advisors Guide to Growth

4th Annual Trends Report

Download the report

Thank you.

We hope you find this information valuable. If you have any questions about the content of this report, please call us at the number above.

Growing AUM is no simple task. From unprecedented market volatility to rapidly changing consumer behaviors, successfully marketing your business is a moving target. While technology can make it easier, compliance concerns and the abundance of channels and tactics available make it difficult to know where to start and how to measure marketing results.

In this 4th annual trends report, we’ve asked over 400 active financial advisors in some of the world's fastest-growing firms to provide insights into their growth goals and marketing spending trends and... The results are in!

Get the Financial Advisors Guide to Growth to see:

  • How growth-focused advisors land new clients, despite market volatility
  • What marketing channels generate the most leads for advisors
  • Trends in marketing investments
  • How generational and inclusive prospecting can open new opportunities

    Ask us about broker-dealer pricing