1) Referrals without asking
2) Asking for referrals
3) Email marketing
4) Virtual events
Top-producers surveyed are having success bringing on new clients through a wider variety of marketing strategies including social media.
Investor anxiety level is a 6 on a scale of 1-10 with 10 being the highest anxiety, as rated by their financial professional.
93% indicate their clients would absolutely or somewhat give up a portion of market upside for downside protection, and 97% of their clients are concerned about the impact the election will have on their investments.
58% will be returning to a normal, in-office schedule sometime in 2020, with results varying based on geographic location.
71% have a plan for returning to the office. Meanwhile, 81% of the top producers (with revenue over $800,000 in 2019) do have a written plan.
76% have announced safety measures for clients or employees, including the types of safety measures that will be employed.
detailing the results of the survey
outlining key findings with expert qualitative analysis and commentary
to assist in building a business continuity & safety plan
Nearly 60% will NOT primarily be meeting with clients face-to-face until 2021, and that jumps to 75% for top producers.
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62% are confident that they can attract new business through virtual meetings, while 70% of top-producers surveyed feel the same.
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