Pulse Survey

How Financial Professionals are Operating in this Era of Uncertainty

Incapital, 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:
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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.



View Pulse Survey Resources:

PDF Report

detailing the results of the survey

Video

outlining key findings with expert qualitative analysis and commentary

Guide to Powering Referrals Without Asking

5 Proven Methods for Increasing the Pipeline of Your Best Prospects

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In-Person Client Meetings

43% are waiting until the second half of 2021 or later to primarily meet with clients again in person.


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Connect with Clients
Virtually

Looking for fresh ideas and best practices you can immediately put into action to help you deliver a highly effective virtual event that will strengthen client relationships and drive referrals?

To access exclusive resources on
Creating Memorable Virtual Experiences
For Your Clients

CLICK HERE

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Virtual Prospecting

66% are confident that they can attract new business through virtual meetings. 73% of females believe they can attract new business virtually.



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Become a Pro at Prospecting Virtually

Want specific takeaways regarding top virtual marketing strategies many financial professionals are using today to acquire new clients and close more sales?

To access exclusive resources on
Attracting and Securing New Clients Virtually

CLICK HERE

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Generating Referrals

49% of those who’ve had up to 5 virtual meetings have generated new clients in 2021, while another 17% reported new clients from having at least 6 meetings.


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Use Digital Marketing to Your Advantage

Take advantage of the most powerful marketing techniques working right now to attract new clients, cultivate referrals and amplify your brand in your target markets.

To access the
Financial Advisor’s Guide to Digital Marketing and Prospecting

CLICK HERE

FOR FINANCIAL PROFESSIONAL USE ONLY.

The survey was conducted between April 19-25, 2021 and included 346 respondents from 50+ broker-dealers, banks and RIAs across 41 states. The survey was conducted by Red Zone Marketing, a full-service marketing research consultancy. InspereX LLC and Red Zone Marketing are not affiliated.