Asset manager, insurance companies, custodians, broker-dealers, and other organizations invest heavily in delivering websites and web support to financial advisors. These efforts provide advisors with more efficient and accessible sales, marketing, service, and operational support and help to deepen relationships with advisors. The challenge facing product providers and distributors is to create and deliver a web experience that meets the evolving and diverse needs of advisors yet can differentiate the provider from similar competitor offerings.
It is with this context that Practical Perspectives, a leading consulting and research firm, examines financial advisors and their use of websites and web support. This new 83 page, 57 exhibit report builds on previous research to offer a detailed, data-driven examination of the delivery of web support from the singular perspective of advisors. The topics explored include the actions advisors prefer to perform on websites, the characteristics of the most useful websites, key barriers to using web support, and the changes that can increase the impact and engagement with websites. Research findings are provided for the overall sample of over 750 financial advisors with separate break outs for RIAs, Full Service, and Independent advisors.
Key Topic Areas
Delivering Web Support to Financial Advisors
Web Use by Financial Advisors
Delivering Web Support to Advisors
It is with this context that Practical Perspectives, a leading consulting and research firm, examines financial advisors and their use of websites and web support. This new 83 page, 57 exhibit report builds on previous research to offer a detailed, data-driven examination of the delivery of web support from the singular perspective of advisors. The topics explored include the actions advisors prefer to perform on websites, the characteristics of the most useful websites, key barriers to using web support, and the changes that can increase the impact and engagement with websites. Research findings are provided for the overall sample of over 750 financial advisors with separate break outs for RIAs, Full Service, and Independent advisors.
Key Topic Areas
Delivering Web Support to Financial Advisors
Web Use by Financial Advisors
- How important to advisors are websites and web support from product providers?
- What impact do product provider websites have on advisors?
- Which types of websites do advisors use most frequently?
- What types of platforms do advisors use to access product provider websites and how has this changed in the past year?
- What activities do advisors typically perform through product provider websites and how do these actions differ when accessing web support through mobile devices?
- How much time do advisors typically spend on product provider websites?
- How many different product provider websites do advisors generally rely on for support?
Delivering Web Support to Advisors
- What are the key barriers to advisors using product provider websites?
- What factors distinguish the most and least useful websites?
- Which specific firms are associated with best-in-class web support to advisors?
- What changes can increase the impact and effectiveness of web support and websites?
- What topics for marketing outreach are of most interest to advisors?
- How do advisors perceive product provider websites rate compared to best-in-class support from other industries?
- What specific types of marketing or other outreach drive advisors to use particular websites?
- Which sources do advisors rely on for training and support in using websites?
- How has advisor use of websites changed in the past year?
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