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Most effective marketing techniques for financial advisors
 

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 ...

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 Most effective marketing techniques for financial advisors Presentation Transcript

    • Most effective marketing techniques for financial advisors
      Results based on survey conducted among 650+ advisors in the USA and Canada
      Advisor Websites™ ©2010
    • What, in your opinion, is the most effective way to communicate with clients?
    • What, in your opinion, is the most effective way to communicate with prospects?
    • Which social networking websites are you using?
    • Which social bookmarking websites are you using?
    • Which social media websites are you using (photos and videos)?
    • Who is responsible for managing online marketing campaigns within your organization?
    • How would you rate your social media experience so far? Has it been worth your time and effort?
    • In the next 12 months, does your organization plan to use Social Media more, less or the same amount you do now?
    • 2010 Trends
      • E-mail marketing is still the preferred way to communicate with existing client along with Face-to-face events
      • LinkedIn remains the favorite social networking platform for advisors and financial services professionals
      • More and more financial advisors are starting to use YouTube to share videos
      • 74% of the people surveyed will be using Social media more over the next 12 months
    • 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.
      LOIC JEANJEAN
      Online Marketing Manager
      loic@advisorwebsites.com
      jjloic
      advisorwebsites