Advisors Tell All

Details

Is your marketing plan working for you? Are you reaching the advisors you want?

view the video: What Advisors Want

 

Advisors what they want

 

 

We partnered with Discovery Database on an exciting project!

 

We talked with advisors to find out:

  • What kind of information do they find helpful?
  • How would they like to receive that information?
  • Are they using fund analysis sites like Morningstar or are they using proprietary software?
  • Do they visit mutual fund websites and if so, do they find value?
  • Do they want to hear from fund managers? How often? How?

Stay tuned to our blog to view the final report to learn more about what advisors want.

PR & MARKETING IDEAS STRAIGHT TO YOUR INBOX

_linkedin_data_partner_id = "12824"; (function(){var s = document.getElementsByTagName("script")[0]; var b = document.createElement("script"); b.type = "text/j-avascript";b.async = true; b.src = "https://snap.licdn.com/li.lms-analytics/insight.min.js"; s.parentNode.insertBefore(b, s);})();