10 Research-Backed Marketing Tips for Advisors

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Last year, 57% of Americans sought financial advice, with 35% looking to financial professionals for guidance. 

Wealth management firms are battling to recruit these folks, some with much more success than others. 

“It’s a jungle out there,” according to Mark Hurley of Digital Privacy and Protection.

Snappy Kraken’s fourth State of Digital report on financial advisor marketing provides insights into digital marketing tactics that are proving effective for advisors seeking to grow their client base. 

The report examined some 250 million data points for calendar year 2023, analyzing these factors across all 50 states:

• Digital campaigns: 600,000
• Emails: 67,029,119
• Contacts: 38,656,824
• Page views: 38,856,288

See the accompanying gallery for 10 marketing tips for advisors, backed by Snappy Kraken’s research.

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