Advisor Marketing Study 2024

Tactics

Details about the tactics

How it's done

Tools they use

Outsourced? (Yes/No, if so who?)

Best Practices

How are the firms that are doing well actually doing it?

Strategies

Combinations of tactics that work in a coherent fashion

Have to come up with a "master list" of strategies?

Can we link their multiple tactics to the particular (multiple) strategies they may be pursuing?

"Where to spend the next $10,000?" Question

If I want to spend $10k, what tactic, what providers?

Or if I have no money, or if I have $50k

This is an report out from our analysis - our recommendations/guidance

Tightening Definitions

Second-to-last-section before Conclusion?

CAC

Time costs based on income or revenue?

Do we like how we're accounting for time costs in large firms?

Top-performing firms

Based on revenue growth?

Based on client growth?

Based on Marketing Efficiency Score?