Focused On Growth

Benchmark study: Advisors turn to acquisition in a reinvigorated marketplace.

Focused on growth


The influence of events in 2020 on business decision-making began to wane in 2021. Now, advisor optimism is resurging and client acquisition is gaining momentum.

Advisors who are equipped with defined marketing plans report greater confidence in achieving their practice goals. Yet few advisors have defined plans in place—and even many of those who do encounter barriers to success.

To help firms determine how to better support and retain high-growth advisors, our latest study takes a critical look at advisor marketing trends in 2021, their implications for business outcomes and the actions advisors can take now to maximize marketing in 2022 and beyond.

Form Group