Jackson Advisor Marketing is a team of professional advisor marketers with a combined 45 years of experience serving Canadian financial advisors. This experience means you can trust our high-quality, advisor-centric service.
Toronto-based Jackson Marketing has provided marketing services to many companies including financial planning, wealth management and financial services firms for over 17 years. Visit our site here.
Research continues to support the power of newsletters
The demise of the client newsletter has been greatly exaggerated! Why? Consistent and effective communications continue to be cited by clients as an important factor in their satisfaction with their advisor.
Here’s one recent example: Among investors who receive daily or weekly updates from their advisor in some form, satisfaction is at 84 percent, while among investors who report receiving contact annually, satisfaction is at 57 percent, and those who say they “never“ get contacted by their advisor, satisfaction is only 30 percent.1
1 Drivers of Client Satisfaction and Loyalty, study by Spectrem Group, 2015.
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