Erdos & Morgan
Impacting and influencing Financial Advisors – a look at their profile and media consumption habit
Using the Erdos & Morgan Financial Advisor Media Outlook and Usage Study (FAMOUS), this presentation will analyze three different types of Financial Advisors:
- Independent Registered Investment Advisor (RIAs),
- Wirehouse
- Independent Broker/Dealer.
We will examine the differences in their profiles, use of investment tools and knowledge of fund families in the first part of the presentation. The second part of the presentation will explore their media consumption and how best to reach and influence their opinions. Media includes:
- Digital
- Broadcast
By profiling the FA and examining their media consumption habits, FAMOUS will assist you in optimizing your targeting efforts.
Advisor Perspectives’ CEO, Bob Huebscher, will also present some of its market research, showing how advisors prefer to get information from asset managers and the types of information advisors are most likely to pass along to clients.
