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13 Tips for Getting More Clients

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A recent study conducted by Dow Jones and Broadridge Financial Solutions division AdvisorStream, which offers digital marketing, found that there is significant demand among investors for advisory services, especially among younger investors.

Based on the findings of that study, in which 1,269 investors were surveyed in the U.S., Canada and the U.K., advisors and industry experts at AdvisorStream and Dow Jones provided some helpful tips for advisors to improve their businesses on Tuesday, during the webinar “The State of Advice: Exceeding Investor Expectations in 2022.”

The findings revealed what investors are looking for when it comes to value, education and levels of communication from advisors, according to AdvisorStream and Dow Jones.

Among those surveyed, 58% said they had an advisor and Gen Z, millennial and the youngest Gen X investors (46- to 55-year-olds) were the most likely investors to see value in planning for their goals with an advisor.

Meanwhile, baby boomers were the most likely to opt for DIY investing, and more men than women were open to DIY investing, according to panel moderator Karim Rashwan, managing director at AdvisorStream.

Check out the slideshow above to see the top 13 tips provided during the webinar for advisors seeking new clients.