Second Notification Icon
Broadridge stands ready to help you navigate what’s next. Our highest priorities are keeping our associates safe and ensuring our ability to serve our clients. Read more.
Close

The right insights, right now

Access the latest news, analysis and trends impacting your business.

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.