Financial Advisor’s Marketing Guide to Digital Content and Campaigns

Investors are relying less on referrals from family and friends, and are turning to search engines instead with 42 percent of end-clients saying they start the process of finding an advisor online.Since the next step after searching online is usually visiting a website, the power of a professional-looking website is evident, with 98 percent of end-clients saying a financial advisor’s website is important to them, while a third say that it is extremely important.The importance of social media is also growing with 37 percent of respondents saying they are more likely to choose an advisor who is active on social media.¹

Source:
1. 2020 eMoney Consumer Marketing Survey, September 2020, n=2,000.