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For today’s financial advisors, it’s a buyer’s market. With more investment options, more information, and more resources available to them than ever before, financial advisors expect a personalized customer experience. To earn and keep their business, asset managers, ETF providers and insurers must focus on the entire arc of experiences advisors have with the company’s brand, that is: the advisor customer journey.
The typical marketing/funnel sales pipeline approach is out of synch with advisors’ wants and needs. Because her perceptions, preferences, needs and decision-making strategies are constantly evolving, the advisor’s customer journey is much more fluid than the asset manager’s traditional marketing and sales processes.
DST’s new whitepaper Growing Sales and Loyalty With the Advisor Customer Journey identifies the six stages of the advisor’s customer journey and highlights the key challenges and opportunities for asset managers to consider in developing their customer journey approach.
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categories: advisor engagement/client engagement, advisor customer journey, advisor decision journey, buying behavior
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