Posted on March 2, 2016

18 Stats That Prove Financial Advisors Need Marketing [Infographic]


Published by: Melissa Mroczek  |  @MelissaMroczek

Marketing is one of the most important ways to grow your financial planning or wealth management practice, yet 2/3 of financial advisors do not even have a marketing plan. Do YOU have a marketing plan?

Many financial advisors are focused on running their practice and the day-to-day fires that must be handled. Marketing, which takes forethought, strategy and planning to execute well, is often left by the wayside. Without the time to plan and staff to support, it becomes nearly impossible to incorporate strong marketing tactics into your daily business efforts. However, a solid marketing plan, client-focused website and active social media are the fuel that will fire your business growth. Don’t believe me? Check out the infographic below for 18 stats that prove the importance of marketing for financial advisors – these stats may surprise you.



How are you using marketing to grow your business? What is your biggest challenge with marketing for financial advisors? Tweet using #GrowthEdge to share your ideas or questions and to connect with our marketing team!