InspereX, in partnership with Red Zone Marketing, has recently conducted the eighth iterartion in a series of research studies to learn how financial services businesses are shaping their business operations, portfolios, marketing and communications in 2023.
705 wealth managers, fiduciaries, financial planners and brokers across more than 50 broker-dealers and banks responded:
1. Referrals Without Asking 2. Asking For Referrals From Clients & Strategic Alliances 3. In Person Networking
Complete the Form to Download the Survey Report:
Pulse Survey Report:
How Financial Professionals Are Operating in 2023
The survey was conducted between February 21-27, 2023 and included 705 respondents from broker-dealers, wirehouses, banks, and RIAs across 50 states. The survey was conducted by Red Zone Marketing, a full-service marketing research consultancy. InspereX LLC and Red Zone Marketing are not affiliated.