Marketing Practices of Growth-Focused Financial Advisors

Driving client acquisition and AUM growth with marketing strategies.

In a proprietary research study, Broadridge surveyed more than 400 financial advisors to learn about practice goals, target markets and ways high performers market and grow.

The bottom line: Customer acquisition rates vary widely – and smart marketing pays off. Yet, marketing isn’t easy, and what works is evolving fast.

Download this eBook to learn about the marketing practices of Growth-Focused Financial Advisors and see how you can crack the marketing code.

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Marketing Practices of Growth-Focused Financial Advisors

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