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For example, many financial advisors offer 529 programs to parents and grandparents. Tell those parents and grandparents why your products—and services—are better than others.

While advisors’ average marketing “spend” continues to increase ($17,433 in 2022, up from $16,090 in 2021), the percentage of revenue allocated to marketing was down to an average of 3.1% in ...

Wondering if you can trust your financial advisor? Learn what red flags to watch for and how to choose a reliable, ...

The Broadridge study also noted that advisors who leverage a defined marketing strategy are significantly more confident in meeting their practice goals over the next 12 months (83% and 89% of U.S ...