There are so many ways to reach potential clients, but which is the most effective? Retirement Advisor’s second annual Advisor Survey asked agents just that.
The answers, gathered from 93 percent independent agents and 7 percent captive agents, provide an insight to what advisors’ marketing plans look like. Almost all of the respondents agreed that the number one way to find new clients in the current economic climate is community involvement. Others replied that referrals, cross-selling and word of mouth are also great ways to find new leads.
See our infographic below for more data from the survey.