Measuring the Impact of Brand and Loyalty on Revenue in the Advisor Marketplace
To win and keep advisors’ business, asset managers need to know how their brand is perceived in the market and must track product usage trends that could impact the bottom line. This information is paramount when making strategic decisions regarding future product development, branding, communication strategies,
advisor engagement efforts and more.
As the most trusted resource for advisor intelligence, Advisor Brandscape has tracked the attitudes and behaviors of advisors since 2009. This annual report provides a holistic view of the advisor landscape including practice models, product usage, brand perceptions and user experience, and is the leading industry
benchmark for the nation’s top mutual fund and ETF providers.
Identify growth and loss segments in the advisor marketplace to boost profitability and grow
Benchmark performance against your competitors to improve differentiated positioning
Optimize Distribution Strategies
Explore the effectiveness of wholesaler teams to develop optimized distribution strategies