Research Study What Advisors Do Online 2015

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Mobile devices, social media, content sharing and much more have become embedded in the way financial advisors do business. Yet, as asset managers know, advisors are not a one-size-fits-all group and neither are their online behaviors and preferences. With nearly 60% of advisors saying the online capabilities of asset managers impact their brand perception, sales and marketing teams who understand the online expectations of their different advisor segments will be best able to tailor their digital engagement strategies to their needs and expectations.

DST's latest annual report, What Advisors Do Online 2015, leverages our past advisor segmentation research The Five Advisor Segments: A New Approach to the Intermediary Market to explore the digital engagement preferences of five segments – Order Takers, Rainmakers, Self-Sufficients, Support Hogs, and Technophiles – and offer recommendations for optimizing your firm’s online initiatives to increase business with each segment while managing costs.

Distribution Solutions WADO 2015 illustration 

Purchase this report to:

  • Get detailed findings on the five advisor segments, including their user experiences on web sites, social networks, mobile devices, and email.
  • Learn best practices for digital engagement strategies to meet and exceed their expectations.

Purchasers of this report also receive a personalized DST analyst presentation. You don’t want to miss the most up-to-date research on advisors’ online behavior – purchase the report today.

Primary Audience: Heads of e-business, marketing, corporate communications, strategy, distribution, sales


DST partnered with Horsesmouth to survey 454 advisors, using 12 quantitative and qualitative questions with hundreds of data points.

Table of Contents

  • Self-Sufficients
  • Technophiles
  • Support Hogs
  • Rainmakers
  • Order Takers
  • Primary Sources Advisors Use for Online Research
  • Why Advisors Don’t Use Asset Manager Sites
  • Advisor Expectations of Asset Manager Websites
  • What Would Encourage Advisors to Use Asset Manager Sites More Often
  • Frequency With Which Advisors Share Content
  • Advisor Preferences For Interaction With Firms
  • Content Advisors Would Like to Receive via Email
  • Email Customization Options Advisors Would Like
  • How Advisors Use Social Media
  • What Advisors Primarily Using Mobile Devices Use Them For
  • Next Steps To Using Segmentation To Enhance Digital Engagement
  • Methodology
  • How We Can Help

Report Details

  • 28 pages
  • Released 9/8/2015
  • Author: Julia Binder

categories: advisor websites, personalization, social media, advisor engagement/client engagement, digital marketing

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