Fifth Annual Broadridge Survey Reveals Time and Expertise Top Challenges in Advisor Marketing Strategies

Advisors with a defined marketing strategy falls to the lowest rate in five years (20% in U.S.), yet confidence in meeting practice goals remains highLess than half of U.S. advisors currently use or plan to use generative AI for marketing, compared to 56% of Canadian advisorsNEW YORK and TORONTO, Feb. 7, 2024 /PRNewswire/ -- As macroeconomic volatility has led to an influx of investors seeking financial advice, advisors are increasingly looking to next-generation technology such as generative AI to address ...