How Financial Professionals are Operating in this
New Era of Uncertainty
Incapital has partnered with Red Zone Marketing to conduct a series of studies to learn how financial services businesses are changing and thriving in the midst of the COVID-19 crisis. Specifically, we sought to uncover how some of the most successful financial professionals are finding new ways to change their client communications, marketing and prospecting.
Based on responses from nearly 650 wealth managers, fiduciaries and financial planners across more than 50 broker-dealers and banks, the compiled research shows that, for example:
Download the PDF report detailing the results of the survey by completing the form below.
The survey was conducted between June 15-19, 2020 and included 641 respondents from 50+ broker-dealers, banks and RIAs across 48 states.
The survey was conducted by Red Zone Marketing, a full-service marketing research consultancy.
Incapital LLC and Red Zone Marketing are not affiliated.
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