Data-Driven Client Acquisition Through Effective Advertising

Recent research from Financial Planning, sponsored by Spectrum Reach, exposes the shortcomings of prospecting efforts of many financial advisory firms today. The insights also point to solutions that can make those undertakings more successful, driving client acquisition and business growth.

In this timely, research-based report, advisors will learn:

• Where advisory firms are falling short when it comes to attracting prospects
• How advisors are missing opportunities to leverage data for client acquisition
• Why firms need to adopt a more targeted, strategic approach to lead generation
• What firms can do to improve their marketing tactics in the short term.