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The Future of Advisor Engagement

Insights to help asset managers thrive in a changed operating environment.

The results of our Broadridge survey of U.S. advisors takes a closer look at the engagement practices and trends that are reshaping the market—and how asset managers can best position themselves for success.

Recent evidence suggests we’re coming out of a special time in history. While many aspects of life and business are settling back into old patterns, the advisor landscape seems destined for more permanent change. 

Broadridge conducted a survey polling 400 financial advisors with at least $10M in AUM and a minimum of 20% of AUM in ETFs and/or mutual funds.

The survey is organized into three sections. 

  1. The hybrid workplace: Advisors and investors get settled into a new normal
  2. The wholesaler connection: The valued role of external wholesalers in the evolving landscape
  3. The marketing mandate: How asset managers can provide smart, scalable support 

Asset managers looking to improve their status as a top resource must consider this: Part of effective engagement is knowing how much is too much. It pays to coordinate touches firmwide, aligning engagement with specific advisor preferences. It’s also important to prioritize the quality and type of content that holds the highest value for advisors. Effective client journey mapping helps align the right sequence of touches, the right content and the right timing with each advisor for more personalized, more effective engagement. 

Download the Advisor Engagement Report

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+65 6438 1144APAC

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Want to speak with a sales representative?

Table Heading
+1 800 353 0103North America
+442075513000EMEA
+65 6438 1144APAC