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Wealth advisor confidence survey best thought leadership tactics (8 6-18)

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Financial advisors rate their most effective thought leadership tactics.New data from Wealth Advisor Confidence Survey 2018.

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Wealth advisor confidence survey best thought leadership tactics (8 6-18)

  1. 1. Hank Berkowitz, MBA, MA Accounting & Finance Show-NYC July 12, 2018 (c) 2018. HB Publishing & Marketing Company, LLC info@HBPubDev.com 203-852-9200 Wealth Advisor Confidence Survey™ 2017-2018 1
  2. 2. (c) 2018. HB Publishing & Marketing Company, LLC info@HBPubDev.com 203-852-9200 Top Tactics for Thought Leadership* 0% 10% 20% 30% 40% 50% 60% 70% 80% 72% 63% 55% 47% 42% 40% 34% 26% 24% CPAs : More likely to write books * Consider Very/ Extremely Effective 2 CPAs: Less likely to produce video
  3. 3. (c) 2018. HB Publishing & Marketing Company, LLC info@HBPubDev.com 203-852-9200 Top Tactics for Thought Leadership: by firm growth expectation Tactic (Very, extremely valuable) Expect Double Digit Growth Modest Growth Flat/Negative Public speaking 75% 58% 60% Publish articles 69% 42% 50% Quoted in press 54% 33% 28% Book/eBook 54% 50% 47% Videos 48% 16% 11% Blogging 48% 42% 21% Client events 44% 33% 37% LinkedIn articles 32% 25% 16% 3
  4. 4. (c) 2018. HB Publishing & Marketing Company, LLC info@HBPubDev.com 203-852-9200 Lesser Used Tactics Used: by firm growth expectation Tactic (Very, extremely valuable) Double Digit Growth Modest Growth Flat/Negative Webinars 22% 16% 27% Facebook 7% <1% 22% Tweeting 4% 16% 12% Instagram, Pinterest, Snap 4% <1% 11% 4
  5. 5. Hank Berkowitz, MBA, MA Accounting & Finance Show-NYC July 12, 2018 (c) 2018. HB Publishing & Marketing Company, LLC info@HBPubDev.com 203-852-9200 For a COMPLETE COPY of this presentation: hberkowitz@HBPubDev.com | (203) 852-9200 5

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