What the New Data Says About Financial Advisor Marketing Success
Автор: Oechsli
Загружено: 2025-10-24
Просмотров: 1709
In this episode of The Stephen and Kevin Show, we break down Oechsli’s brand-new 2025 Advisor Research Report, uncovering 6 must-know financial advisor marketing trends that are shaping the industry this year.
Whether you’re focused on referrals, social media, or digital ads, this research-backed discussion will help you understand what’s working — and what’s not — in modern financial advisor marketing.
Here’s what we cover:
1️⃣ Marketing means experimentation – why top advisors test and refine continuously.
2️⃣ Referrals are not dead – how elite advisors still drive growth through personal introductions.
3️⃣ Social prospecting is a mentality – the mindset shift needed to grow your network naturally.
4️⃣ Google is part of your future – what SEO and Google Business mean for advisor visibility.
5️⃣ Websites outweigh offices – why your digital first impression matters more than your office décor.
6️⃣ Video is a trust-builder – how short, authentic videos accelerate client trust.
📊 Download the full research snapshot here: oechsli.com/research
If you’re serious about financial advisor marketing and want actionable insights to attract high-net-worth clients, this episode is for you.
👉 Subscribe for more episodes of The Stephen and Kevin Show — your source for advisor growth, marketing, and business development strategies.
Доступные форматы для скачивания:
Скачать видео mp4
-
Информация по загрузке:
