Most advisors have an opinion about marketing. Far fewer have data.
Join Mark Tenenbaum from Kitces for a firsthand look at the results of the new Kitces Research report on Advisor Marketing — a study built from survey responses contributed by advisors across the industry, including Financial Experts Network subscribers. The result is one of the most current, data-driven pictures available of what advisory firms are actually doing to market themselves, and — more importantly — what's actually converting into new clients.
This isn't a rehash of generic marketing advice. It's a look at real tactics, real firms, and real outcomes: what's working, what advisors think is working but isn't, and where firms are spending time and budget with little to show for it.
In this session, Mark will cover:
The marketing tactics advisory firms are using most — and how that's shifted in recent years
Which strategies show the strongest track record for actually acquiring new clients
Common tactics that underperform expectations, and why
How firm size, niche, and growth stage shape which tactics tend to work
What the data suggests advisors should reconsider — or stop doing altogether
This session is worth your time whether you're:
Actively marketing and want to sharpen what's working
Struggling to get traction and need a clearer sense of where the effort should go
Not currently focused on growth, but want an informed view of the landscape in case that changes
Marketing decisions are often made on instinct or industry folklore. This session gives you an evidence-based starting point instead.