Advisor Brandscape
The Advisor Media Buying Guide™ provides an unequaled view of the media preferences and consumption habits of financial advisors. Encompassing over 100
unique media properties including TV networks, websites, print publications, mobile apps and social media platforms, the report pinpoints the sources advisors rely
on most and enables financial services providers to optimize their media buys and maximize their reach.

Value

The buying guide will enable subscribers to:

  • Provide the support, direction and
    assessment required to develop a winning
    media buying strategy
  • Identify the most frequently used media
    properties for business and financial news
    and information
  • Examine advisors’ general preferences and
    highlight notable differences by channel as
    well as AUM and DC plan production

 

Subscription Details

Publication Date: June 2016

Deliverables:

  • Detailed report with charts and
    commentary

Investment: $10,000

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Percentage of AUM in DC plans
• Percentage of compensation from DC plans
• Number and size of plans managed
Services provided to DC plan sponsors and participants
• Impact of fee disclosure regulations
• Number of plan providers typically recommended
• Number and type of investment options typically recommended
• QDIA option used most often
• Target date fund recommendation

Methodology

Reliable data are the backbone of any good
research. We can promise you we have the
best data in the market. Why?
We have:

  • A dedicated sampling scientist who
    carefully curates the industry’s leading
    database
  • 19 years of experience with advisors—we
    know them and they know us
  • Industry experts who fully understand the
    results and implications of our research

The specifics behind our methodology for Advisor Media Buying Guide:

  • Web-based survey conducted in Q1 2016
  • Representative cross section of over 1,200
    registered financial advisors across the RIA,
    National wirehouse, Regional, Independent
    and Bank channels
Media usage patterns and preferences
detailed by:
  • Channel
  • AUM
  • DC production
  • Product use
  • Active vs. passive management allocation
  • Marketing communication preference as classified by Cogent Advisor Segments

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