[Infographic] Personalization Statistics for Financial Advisors

Advisor Websites
Advisor Websites • Posted on Oct 14, 2021

It's becoming more challenging than ever to stand out and generate new business online as digital practices become the new standard in the financial world.

It's not enough to just 'be online' anymore. In order to find success with generating and converting new business from your digital presence, your marketing must be targeted and personalized to speak to your audience's needs!  

Take a look at these Marketing Personalization Stats that every financial advisor should know!

 Personalization Marketing Infographic-01


1 https://blog.marketo.com/2016/05/infographic-why-creating-a-personal-online-experience-is-critical.html  

2 https://news.adobe.com/news/news-details/2014/Marketers-Struggling-to-Reinvent-Themselves-in-Digital-Age-Adobe-Study-Reveals/default.aspx 

3 https://www.gartner.com/en/newsroom/press-releases/2019-03-11-gartner-survey-shows-brands-risk-losing-38-percent-of 


5 https://wave.video/blog/personalization-in-social-media-marketing/ 

6 https://www.forbes.com/sites/blakemorgan/2020/02/18/50-stats-showing-the-power-of-personalization/?sh=241068d62a94 

7 https://www.mckinsey.com/business-functions/mckinsey-digital/our-insights/marketings-holy-grail-digital-personalization-at-scale 



About Advisor Websites, A Snappy Kraken Company

Founded in 2012, we specialize in helping financial advisors stand out and grow their business online with conversion-friendly, personalized websites and targeted digital marketing solutions, all of 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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