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The right insights, right now

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

Webinar

Growth-Focused Marketing:
A Game Changer for Success

A recent industry study gives greater insight
on how advisors are building their business.


We surveyed 406 financial advisors with +$10 Million in Assets Under Management, and the findings will surprise you. What do the top advisors do differently? Watch this webinar to learn how growth-focused advisors consistently outpace their peers.


The bottom line: There is a wide gap in acquisition and spend rates across the advisor community―and smarter marketing pays off. Learn how to improve marketing efficiency and impact.

  • Watch this webinar to learn what the key advisor marketing efficiencies and investment strategies are to grow client count and AUM. Growth-focused advisors are leading the way.

Key takeaways

  1. Learn why growth-focused advisors are onboarding 168% more client's year-to-year than other advisors and adding nearly twice the AUM per new client
  2. Why the best prospects are looking for advisors who offer a balanced and holistic approach to their financial planning needs
  3. Smart dollars are going towards 4 key marketing channels of communication
  4. What key performance indicator needs to be tracked to optimize marketing results
VIEW THE WEBINAR

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