Infographic: Client Referral Statistics for Financial Advisors

Advisor Websites
Advisor Websites • Posted on Dec 17, 2019

Take a look at this infographic for stats on how impactful client referrals are for a financial advisors business! 

Read more, we've got you covered with:
5 Client Referral Tips
for Financial Advisors


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References:
(1) Lenok, D. H. (2016, August 5). Ultra Rich Embrace Social Media for Information, Not Advisor Contact. Retrieved from Wealth Management.com: https://www.wealthmanagement.com/high-net-worth/ultra-rich-embrace-social-media-information-not-advisor-contact

(2)Putnam Investments. (2019, April). The Putnam Social Advisor Survey. Retrieved from Putnam Investments: https://www.putnam.com/static/pdf/advisor/putnam-social-advisor-survey-6.pdf 

(3) Spectrem Group. (2018, November 19). Reaching Wealthy Investors Through Social Media. Retrieved from Spectrem Group: https://spectrem.com/Content/reaching-wealthy-investors-social-media.aspx 

(4)  https://www.outboundengine.com/blog/financial-advisor-marketing-benchmarks-report/

(5) https://faculty.wharton.upenn.edu/wp-content/uploads/2013/05/Schmitt_Skiera_VandenBulte_2013_Referrral_Programs_2.pdf

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Founded in 2012, Advisor Websites specializes in helping financial advisors stand out and grow their business online with conversion-friendly, personalized websites and targeted digital marketing solutions, all which follow FINRA and SEC guidelines.

Disclaimer: The content of this article is for informational purposes only. If you are planning to implement a new marketing practice and are unsure what the regulations are, always contact your compliance department first.

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