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August 28, 2013 at 11:39 AM
Email remains the overwhelmingly preferred method of contact among financial services companies when it comes to connecting with advisors, according to a new report.
Cogent Research, a division of Market Strategies International, discloses this finding in a summary of results from a survey of 1,700 financial advisors in the U.S.
On average, the survey reveals, financial services providers connect with advisors 62.8 times per month through email. The survey observes that providers’ use of all “touch points” is rising. Among them:
| Type of communication |
Average number per month |
| Print mailings |
20.1 |
| Webinar invitations |
16.7 |
| Internal sales phone calls |
13.8 |
| External wholesaler visits |
5.4 |
| 4.2 |
|
| Road shows/conference invitations |
3.2 |
Including email, the average total number of touch points per month is 126.2, Cogent notes. This compares with the more than the 110 touches per month the company reported a year ago and the 103 touches per month reported five years ago.
