Wondering what advisors are really doing for marketing this year? Want to know whether their service providers are in sync with their needs? If so, this post is for you.
FiComm recently got a look at survey data on both groups from a study conducted by Penton’s WealthManagement.com. I had the privilege of moderating a panel with powerhouse industry marketers at the WealthManagement.com Executive Forum and Industry Gala that discussed the surveys at length. I can’t share everything that’s in the report, but I can pass along some topline results you’ll probably find interesting—whether you’re an advisor or a marketing partner.
Let me make a confession. The very first thought that occurred to me when I saw the data was, “We have a lot of work to do.”