Fifth annual broadridge survey reveals time and expertise top challenges in advisor marketing strategies

Advisors with a defined marketing strategy falls to the lowest rate in five years (20% in u.s.), yet confidence in meeting practice goals remains high less than half of u.s. advisors currently use or plan to use generative ai for marketing, compared to 56% of canadian advisors new york and toronto , feb. 7, 2024 /prnewswire/ -- as macroeconomic volatility has led to an influx of investors seeking financial advice, advisors are increasingly looking to next-generation technology such as generative ai to address their marketing challenges and meet the increased personalization expectations of prospects and clients, according to global fintech leader broadridge financial solutions, inc. (nyse: br) annual financial advisor marketing survey. in its fifth year, this annual survey evaluates north american registered financial advisors' sentiment and activities around digital marketing strategies, shedding light on the successes and challenges that advisors are facing.
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