These are challenging times for financial planners and wealth managers the world over. Not only is it a hugely competitive marketplace, but consumers are more wary of financial professionals and more conscious of exactly what they’re paying for than ever before.
It’s crucial, then, that fiduciary businesses market themselves effectively.
Last September Ember Television commissioned a researcher at Birmingham Business School to carry out a thorough investigation into how advisers in different countries are trying to promote themselves and attract new business. What works and what doesn’t? And what are their marketing plans for 2015?
The research was conducted over a 12-week period, during which time decision-makers from 110 companies in the UK, US, Canada, Australia and New Zealand were surveyed. The majority were either financial planners or wealth managers, but the sample also included asset managers, financial platforms and financial technology companies.
The project is now complete and, although some will no doubt point to the fact that the research was instigated and partly funded by a content marketing company that specialises in the financial sector, the findings and conclusions are genuinely independent.
So, what are those findings and conclusions? Find out here.