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U.S. Advisor Metrics 2021

Client Acquisition in the Digital Age

Strengthen and Scale Advisor Relationships

  • Understand business development strategies and sources of organic growth for advisor practices
  • Review aspects of digital client acquisition (i.e., opportunities and challenges to building trust and demonstrating value in a virtual setting)
  • Review the role of technology in advisor marketing and prospecting, including lead generation and investor engagement tactics
  • Analyze dashboards designed to provide a comprehensive overview of advisor demographics, staffing, growth, and fees
  • Evaluate 10-year historical market sizing trends and projections for the U.S. financial advisor marketplace across channels

$19,500

Discounts available for bulk purchase

US Advisor Metrics 2020 Report Vectors Detail

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Jeremy Fodaski

Jeremy Fodaski

Account Specialist

Summary

This report provides a broad and deep perspective on financial advisors, highlighting their most critical needs, risks, opportunities, and challenges. With a holistic perspective, the data and analysis cover financial advisors operating across all channels, including wirehouses, national/regional broker/dealers (B/Ds), independent B/Ds, hybrid registered investment advisors (RIAs), independent RIAs, insurance B/Ds, and retail bank B/Ds.

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Methodology

Methodology

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Executive summary

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