4 Proven Financial Advisor Marketing Activities

At the Oechsli Institute we’ve been researching financial advisor marketing for the past 20 years from two perspectives:

• Financial Advisors
• Affluent Investors

What we’ve found is that financial advisors who are successful in acquiring affluent clients ($1+ million) are employing the same marketing activities that affluent investors have told us that they respond favorably to. In other words, our research has been able to establish validation from both the advisor and affluent perspectives.

There are a lot of false prophets perpetuating financial advisor marketing myths as if they’re tried and tested truisms. Beware! Ask to review their research, empirical data not anecdotal success stories. You wouldn’t undergo a medical procedure unless it had a proven track record, and neither should financial advisors waste their time and money on marketing campaigns without a well documented track record of affluent acquisition success.

The following are 4 proven successful financial advisor marketing activities as they have been validated by both Rainmakers and affluent investors. 

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