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Research Report

Marketing Practices of Growth-Focused Financial Advisors

New research uncovers the strategies that drive client acquisition and AUM growth.

Marketing practices of growth-focused financial advisors

How do growth-focused financial advisors outperform their peers? New research surveyed 400+ financial advisors, focusing on practice goals, target markets and the 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. Advisors can still improve efficiency and impact.