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Advisor optimism is resurging and client acquisition is gaining ground. The third year of our benchmark advisor study uncovers key trends, marketing tactics and focus areas that leading wealth firms are using to grow AUM in 2022 and beyond.
Nearly six in ten financial advisors with $10 million in AUM or more report an increase in demand for their services.
66% of advisors are actively seeking new clients. The rest are taking on new clients selectively and opportunistically.
Many advisors plan to increase their marketing spend in 2022.
Advisors with a defined marketing strategy report greater satisfaction with marketing ROI and greater confidence in meeting practice goals.
“Year over year, establishing a defined marketing strategy in the right channels, especially digital, yields both greater confidence in your marketing and greater marketing ROI. With most advisors increasing client-acquisition efforts and marketing spend, gaining this kind of an edge can be particularly critical.”
Gain additional insights into shifting advisor trends and their implications on business outcomes.
Contact your Broadridge Account Representative
Call +1 855 252 3822
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|---|---|
| +1 800 353 0103 | North America |
| +442075513000 | EMEA |
| +65 6438 1144 | APAC |
Your sales rep submission has been received. One of our sales representatives will contact you soon.
Want to speak with a sales representative?
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| +65 6438 1144 | APAC |
