Most effective marketing techniques for financial advisors<br />Results based on survey conducted among 650+ advisors in t...
What, in your opinion, is the most effective way to communicate with clients?<br />
What, in your opinion, is the most effective way to communicate with prospects?<br />
Which social networking websites are you using?<br />
Which social bookmarking websites are you using?<br />
Which social media websites are you using (photos and videos)?<br />
Who is responsible for managing online marketing campaigns within your organization?<br />
How would you rate your social media experience so far? Has it been worth your time and effort?<br />
In the next 12 months, does your organization plan to use Social Media more, less or the same amount you do now?<br />
2010 Trends<br /><ul><li> E-mail marketing is still the preferred way to communicate with existing client along with Face-...
 LinkedIn remains the favorite social networking platform for advisors and financial services professionals
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Most effective marketing techniques for financial advisors

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Two months ago, we asked professionals of the financial services industry to go through a survey about marketing and advertising techniques. Over 600 advisors, financial planners and managers of financial/investment firms rated their most successful marketing tools, and shared their usage on social media.

We’ve broken down each question in a separate chart to provide as much information as possible

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Most effective marketing techniques for financial advisors

  1. 1. Most effective marketing techniques for financial advisors<br />Results based on survey conducted among 650+ advisors in the USA and Canada<br />Advisor Websites™ ©2010<br />
  2. 2. What, in your opinion, is the most effective way to communicate with clients?<br />
  3. 3. What, in your opinion, is the most effective way to communicate with prospects?<br />
  4. 4. Which social networking websites are you using?<br />
  5. 5. Which social bookmarking websites are you using?<br />
  6. 6. Which social media websites are you using (photos and videos)?<br />
  7. 7. Who is responsible for managing online marketing campaigns within your organization?<br />
  8. 8. How would you rate your social media experience so far? Has it been worth your time and effort?<br />
  9. 9. In the next 12 months, does your organization plan to use Social Media more, less or the same amount you do now?<br />
  10. 10. 2010 Trends<br /><ul><li> E-mail marketing is still the preferred way to communicate with existing client along with Face-to-face events
  11. 11. LinkedIn remains the favorite social networking platform for advisors and financial services professionals
  12. 12. More and more financial advisors are starting to use YouTube to share videos
  13. 13. 74% of the people surveyed will be using Social media more over the next 12 months</li></li></ul><li>Advisor Websites is North America’s leading provider of websites designed specifically for financial services professionals. It works closely with advisors and financial institutions to deliver efficient; compliant and high quality products.<br />LOIC JEANJEAN<br />Online Marketing Manager<br /> loic@advisorwebsites.com<br /> jjloic<br />advisorwebsites<br />
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