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Imagine for a moment that you’re an executive at a local company in town. You and your spouse have determined that you need a financial advisor. How do you begin your search?
The answer to this question is pivotal in the world of financial advisor marketing. Why? Knowing how the initial search takes place provides insight into where to focus your marketing efforts.
We decided to ask 403 investors with a minimum of $500,000 this very question in our latest research study. We then segment respondents into three categories based on age.
The majority of investors in the 45+ category would ask their friends and family for recommendations. This should be...