Which Types Of Advisor Marketing Touches Are The Most Effective For Wholesalers?

Is email still effective?

Can speaking at broker dealer events provide the advisor eyeballs and attention you desire?

How do industry conferences rank in the hierarchy of productive wholesaler marketing activities?

This FUSE Research Network report is formally called: Marketing to Younger Advisors in a Digital Era.

And, while the report does an expert job offering a host of insights into the named topic, we zeroed in on this:

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Email, which has been a standard for more than 30 years, has become a core communication method for most demographics.

However, the youngest demographics of advisors value these outreaches more than older advisors.

An important note: firms need to customize and focus their email campaigns.

The value perceived from custom emails is significantly higher than generic outreaches.

Overall, a very small percentage of advisors (both old and young) view generic emails as effective.

If your email game is in need of improvement, we really should discuss the work we do creating more openable and readable emails at
Wholesaler Masterminds® Copywriting

As for the rest of the FUSE Research Network report, have a long look as there is TON to be gleaned from it.

Click to Download the Full Report