Basis Points /
The New Growth Formula for Advisors
LEAD GENERATION EVOLUTION
- Organic marketing overtakes referrals for the first time, with 28% of advisors now citing content and SEO as their primary lead source versus 24.5% for referrals.
- Content marketing delivers 2x the conversion effectiveness of paid social media and significantly outperforms all traditional marketing channels
CLIENT SERVICE CROSSROADS
- In a clear disconnect, 95% of advisors regard cross-selling specialized services as key to revenue growth, while the majority of actual clients are instead seeking “trust and excellence in core investment management.”
- Almost 90% of investors would be more likely to trust advisor recommendations if they shared advanced analytics to back up their guidance.
- Technology adoption creates a revenue opportunity, with 74% of investors willing to pay higher fees for advanced technology tools—yet most advisors report only “moderate” tech usage.
Read More: 2025 Nitrogen Firm Growth Report
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Tags: advisor growth marketing, client marketing for investment firms, investment client marketing, investment lead generation, lead generation marketing, advisory firm marketing, investment growth marketing, digital growth marketing, investment advisor growth marketing, growth marketing, investment advisor marketing, Financial Advisor marketing