Using the Erdos & Morgan Financial Advisor Media Outlook and Usage Study (FAMOUS), this presentation will analyze Financial Advisors in three different ways:

• Type of Firm (RIAs/Wirehouse/Independent Broker/Dealer)
• Age of Respondent
• Client Interface vs. Portfolio Planner

We will examine the differences in their profiles, knowledge of fund families, and actual usage/recommendations in the first part of the presentation. The second part of the presentation will explore their media consumption and how best to reach and influence their opinions. Media includes:

• Print
• Digital
• Broadcast
• By profiling the FA and examining their media consumption habits, FAMOUS will assist you in optimizing your targeting efforts.

 

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