Is your marketing plan working for you? Are you reaching the advisors you want?

view the video: What Advisors Want

 

Advisors what they want

 

 

We partnered with Discovery Database on an exciting project!

 

We talked with advisors to find out:

  • What kind of information do they find helpful?
  • How would they like to receive that information?
  • Are they using fund analysis sites like Morningstar or are they using proprietary software?
  • Do they visit mutual fund websites and if so, do they find value?
  • Do they want to hear from fund managers? How often? How?

Stay tuned to our blog to view the final report to learn more about what advisors want.

PR & MARKETING IDEAS STRAIGHT TO YOUR INBOX