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Most effective marketing techniques for financial advisors Results based on survey conducted among 650+ advisors in the USA and Canada Advisor Websites™ ©2010
What, in your opinion, is the most effective way to communicate with clients?
What, in your opinion, is the most effective way to communicate with prospects?
Which social networking websites are you using?
Which social bookmarking websites are you using?
Which social media websites are you using (photos and videos)?
Who is responsible for managing online marketing campaigns within your organization?
How would you rate your social media experience so far? Has it been worth your time and effort?
In the next 12 months, does your organization plan to use Social Media more, less or the same amount you do now?
2010 Trends ,[object Object]
 LinkedIn remains the favorite social networking platform for advisors and financial services professionals

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Most effective marketing techniques for financial advisors

  • 1. Most effective marketing techniques for financial advisors Results based on survey conducted among 650+ advisors in the USA and Canada Advisor Websites™ ©2010
  • 2. What, in your opinion, is the most effective way to communicate with clients?
  • 3. What, in your opinion, is the most effective way to communicate with prospects?
  • 4. Which social networking websites are you using?
  • 5. Which social bookmarking websites are you using?
  • 6. Which social media websites are you using (photos and videos)?
  • 7. Who is responsible for managing online marketing campaigns within your organization?
  • 8. How would you rate your social media experience so far? Has it been worth your time and effort?
  • 9. In the next 12 months, does your organization plan to use Social Media more, less or the same amount you do now?
  • 10.
  • 11. LinkedIn remains the favorite social networking platform for advisors and financial services professionals
  • 12. More and more financial advisors are starting to use YouTube to share videos
  • 13.