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