December Pulse Survey

How Financial Professionals are Operating in this 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 business operations, client communications, and marketing through these uncertain times.
Based on responses from nearly 400 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 6 on a scale of 1-10 with 10 being the highest anxiety, as rated by their financial professional.

Market Forecast

Market Forecast

87% believe that in 2021 there will be multiple equity market corrections and that value investing will continue its comeback.

Returning to the Office

Returning to the Office

42% have already returned to their offices in 2020, 45% expect to return in 2021, and 13% don’t expect to return in 2021.

Workplace Environment

Workplace Environment

60% are planning or considering a permanent virtual/in-office hybrid arrangement for their teams moving forward.

Embracing Virtual

Embracing Virtual

96% are mostly comfortable meeting with prospects virtually.



View Pulse Survey Resources:

PDF Report

PDF Report

detailing the results of the survey

Video Replay

Video

outlining key findings with expert qualitative analysis and commentary

Plan Template

Plan Template

to assist in building a business continuity & safety plan

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In-Person Client Meetings

50% 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

67% are confident that they can attract new business through virtual meetings.



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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

29% received more referrals in 2020 vs. 2019, while the majority reported having received roughly the same or less.


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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