InvestmentNews Asked Top Financial Advisors This Question. Do You Agree?

InvestmentNews* just posted this financial advisor survey last week in an article titled, Marketing, Technology Top Advisers’ List of Strategic Focus Points This Year.

Top financial advisors were asked…What will be most important to your growth in 2021?

  • 23% see growing wallet share with current clients as their most important path to growth
  • 69% feel that adding new accounts similar to existing clients is the most urgent “to do” this year
Source: “Marketing, Technology Top Advisers’ List of Strategic Focus Points This Year.” InvestmentNews, 25 Jan. 2021.

Combined, that is a whopping 92% of advisors who believe that in order to grow in 2021 they are going to further develop their current clients or replicate them.

This is fascinating, right? 

For us it is extra fascinating because this is precisely what our AskMyAdvisor app develops…Your existing top 10 to 25 clients.

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*Marketing, Technology Top Advisers’ List of Strategic Focus Points This Year. InvestmentNews, 25 Jan. 2021.