Pulse Survey

How Financial Professionals are Operating in this Era of Uncertainty

InspereX, in partnership with Red Zone Marketing, has recently conducted the fifth iterartion in a series of studies to uncover how some of the most successful financial professionals are finding new ways to change their business operations, communications, and marketing through these uncertain times.
Based on responses from nearly 350 wealth managers, fiduciaries, financial planners and brokers across more than 50 broker-dealers and banks, the compiled research shows that, for example:
Image Description

Top Marketing Strategies

1) Referrals without asking
2) Asking for referrals
3) Email Campaigns
4) Virtual Educational Seminars
5) LinkedIn Prospecting

These strategies are proclaimed to have resulted in the most new clients.

Client Anxiety

Client Anxiety

Investor anxiety level is a 5 on a scale of 1-10 with 10 being the highest anxiety, as rated by their financial professional.

Market Forecast

Market Forecast

41% see equities as being the top investment opportunity for growth in the next six months.

Returning to the Office

Returning to the Office

53% have already returned to their offices in 2021, 19% expect to return in Q3 2021, and 13% don’t expect to return in 2021.

Workplace Environment

Workplace Environment

26% are currently conducting in-person meetings with clients, 25% plan to meet in-person in Q3 2021, and 34% plan on having in-person meetings with their client in sometime in 2022.

Embracing Virtual

Embracing Virtual

39% are currently meeting with prospects virtually.

Complete the Form to Download the Survey Report:

Advisor Pulse

April 2021 Survey Report:

How Financial Professionals Are Operating in This Era of Uncertainty

Logo