InspereX, in partnership with Red Zone Marketing, has recently conducted the seventh iteration in a series of studies to uncover how successful financial professionals are generating business in 2022 by improving their operations, communications, and marketing.
50% of advisors forecast the stock market to be down by the end of 2022
1. Inflation
2. Market Volatility
3.Rising Interest Rates
70% of advisors say their non-retired client accounts are down 1-14%
21% say performance is down15-24%
30% of advisors say that their clients are talking about delaying retirement due to market
46% In-Person
33% via Phone
21% Virtually
(ex: Zoom, WebEx, etc.)
1) Referrals without asking
2) Asking for referrals from clients and strategic alliances
3) In person networking
4) Email marketing
5) Email newsletter to prospects
5) Live client appreciation events
detailing the results of the survey
outlining key findings with expert qualitative analysis and commentary
The Future of Business Development