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Where advisors are directing their marketing [infographic]

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Just as advisors have started to get comfortable with social media marketing, there is another marketing transition underway.

Related story: 30 questions for a sales plan overhaul

Currently, more than 10,000 boomers are retiring every day and they will continue at that rate for years to come. Unfortunately, not all are actually prepared for retirement. Add to that, the female and multicultural markets are growing in force and commanding attention.
With so many distinct groups with very different priorities, advisors are having to reconsider where they make their marketing effort.

advisor marketing effort


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