Do you ever wonder how your business compares to other financial advisors? Watch this short video to find out:
- How much AUM the average advisor manages
- How many clients they have on average
- How many advisors are in the US
- The average age of financial advisors
- How much money financial advisors make on average
- How much the average advisor charges in fees
Financial services is getting more competitive as baby boomers age out of the industry and are replaced by younger, more tech-savvy advisors. If your business isn’t growing as expected, partnering with a marketing firm that can help you compete with younger advisors is key to capturing more AUM and growing your business.
Schedule a free marketing strategy session with our team and we’ll go over actionable ways to improve your marketing today.
Check out my latest webinar to learn how to grow your business by 25% in 2021.