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HomeNews/EducationEmail InsiderPitching Deep Pockets: Investors Want Their Financial Advisors To Send Them Emails

Pitching Deep Pockets: Investors Want Their Financial Advisors To Send Them Emails

This study from YCharts conducted by SurveyMonkey found that clients prefer their financial advisors to communicate with them via email (72.6%) and phone calls (45%). Email has become more popular since 2019. Clients also want their advisors to contact them frequently, as those who are not often contacted are more likely to seek information from social media. 73.3% of clients with frequent communication from their advisors have a more precise grasp of their financial plan, while 21.8% have switched advisors and 25% have considered doing so since the start of the pandemic. Clients also consider the frequency and style of communication when deciding whether to use an advisor and when referring to one. 22.4% of all clients wish their advisor contacted them more often. The survey was conducted on 671 individuals who work with a professional financial advisor.


Excerpt from the main article:

by Ray Schultz. Financial advisors should heed this advice from the marketing side. Communicate with clients via email — that’s what they want, according to 4 Steps to Fill Your Pipeline with Quality Opportunities, a study from YCharts conducted by SurveyMonkey. Clients prefer that their advisors engage them in these ways:Email — 72.6%Phone Call — 45%Text Message — 35.3%Mail — 21.8%Newsletter — 7.4% Blog or Website — 4.7% Twitter — 4.4%YouTube Video — 3.6%Facebook Instagram — 3%LinkedIn — 2.6%Webinars — 2.3%(I’m not interested in receiving my advisor’s perspectives) — 1%advertisementadvertisementNote: Email has jumped up from 66% in the 2019


Pitching Deep Pockets: Investors Want Their Financial Advisors To Send Them Emails was originally published on MediaPost | Email Insider

Richelo Killian
Richelo Killianhttps://www.inboxjam.com/
Richelo "Rich" Killian has over 30 years of experience in the information technology field, and more than 15 years of experience in email deliverability and marketing.
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