Best Practices for Building an Optimal Advisor Communication Strategy
Developing effective communication strategies requires data on the types and frequency of content your audience wants to receive. Financial advisors are inundated with marketing messages from asset managers and distributors, making it crucial to understand how you can capture advisors’ attention and leave a lasting impression.
Advisor Touchpoints™ allows asset managers to develop targeted and successful communication strategies for advisors based on an in-depth analysis of the reach and impact of the 10 most commonly used marketing touchpoints. With a detailed analysis of the top 38 mutual fund and ETF providers, this report is the most accurate and insightful resource in the industry for asset managers and distributors to benchmark and strengthen their overall financial advisor marketing efforts.
Improve Marketing ROI
Measure reach and impact of marketing to pinpoint what’s working to boost marketing ROI
Increase the efficacy of targeted communication strategies using the most effective types of
Optimize Wholesaler Relationships
Establish stronger and more effective wholesaler connections with advisors