Pulse Survey

How Financial Professionals are Operating in this Era of Uncertainty

InspereX, in partnership with Red Zone Marketing, has recently conducted the sixth iteration in a series of studies to uncover how the most successful financial professionals are finding new ways to improve their business operations, communications, and marketing.

260 wealth managers, fiduciaries, financial planners, and brokers across more than 50 broker-dealers and banks, responded:

Market Forecast

Market Forecast

95% of advisors could see several equity market corrections in 2022

Client Concerns

Client Concerns

57% Taxes
40% Market Corrections
38% Inflation

Market Forecast

Interest Rates

More than 51% of advisors forecast 10-year Treasury rates at 1-2% for 2022
41% are forecasting rates at 2-3% or more
8% see rates going down to 0-1%

Returning to the Office

Retirement Savings

32% of advisors are worried their clients will outlive their retirement savings unless yields rise

Generational Relationships

Generational Relationships

Only 25% of advisors have multi-generational client relationships with 50% or more and 75% have generational relationships with 25% or less

Top 5 Growth Strategies

Top 5 Growth Strategies

1) Referrals without asking
2) Asking for referrals
3) In person networking (NEW)
4) LinkedIn prospecting
5) Virtual educational seminars



View Pulse Survey Resources:

PDF Report

PDF Report

detailing the results of the survey

Video Replay

Video

outlining key findings with expert qualitative analysis and commentary

Guide to Powering Referrals Without Asking

Reimagining the Financial Services Practice

The Future of Business Development

Client Meetings

Client Meetings

20% of advisors have permanenetly changed their business to mostly meeting virtually with clients.


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Connect with Clients
Virtually

Looking for fresh ideas and best practices you can immediately put into action to help you deliver a highly effective virtual event that will strengthen client relationships and drive referrals?

To access exclusive resources on
Creating Memorable Virtual Experiences
For Your Clients


CLICK HERE

Virtual Prospecting

Virtual Prospecting

88% believe that they can attract new business through virtual meetings.



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Become a Pro at Prospecting Virtually

Want specific takeaways regarding top virtual marketing strategies many financial professionals are using today to acquire new clients and close more sales?

To access exclusive resources on
Attracting and Securing New Clients Virtually

CLICK HERE

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Generating Referrals

50% of those who’ve had up to 5 virtual meetings have generated new clients in 2021.


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Use Digital Marketing to Your Advantage

Take advantage of the most powerful marketing techniques working right now to attract new clients, cultivate referrals and amplify your brand in your target markets.

To access the
Financial Advisor’s Guide to Digital Marketing and Prospecting

CLICK HERE