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

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
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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
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CPAs:
Less likely
to produce
video

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%
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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%
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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
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