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Marketing Study - 2026 - Coggle Diagram
Marketing Study - 2026
Anchor Study for Advisor Marketing Data & Trends
CAC
Marketing Efficiency
Potential update: We may to need to flip the number to be a "cost to acquire revenue" so it's fully comparable to M&A
Satisfaction
Trends
What's popular (what's everyone doing)? Adoption rates
What's actually WORKING? (CAC, Efficiency, Success Rate)
Changes over time. What's on the rise, what's falling.
Emerging trends...
AI prospecting tools (Finny, Wealthfeed, etc.)
Centralization of marketing
Tactics-level insights
What would firms DOING these tactics want to know for best practices based on what others are doing (that's popular, that works, that doesn't work, etc.)
New/Expanded Areas of Focus for 2026
AI Prospecting Tools
Digging deeper on REFERRALS
"What Really Matters"
Is it "What Really Matters... in REFERRALS"?
Is it asking for referrals?
Having a referral process?
Clear niche/target market?
Client load?
SEC Marketing Rule
Using Testimonials (on your website)
Third-party review websites or review-tools
Google Reviews?
Yelp?
Wealthtender?
Benchmarking hand-out? (Show them in comparison to others/peers?)
What metrics?
What peers?
What is TOFU vs MOFU and how do they blend together (based on actual usage trends)?
Validate what an actual marketing FUNNEL looks like?
High-Growth Firms
What do they do?
What are their characteristics?
Are there things they do that SCALE better than others?
Segmentation of what for which types?
New firms vs established
Big firms vs small