Independent advisers’ plans for growth
Client growth
57% of advisers are looking to attract new clients who began investing in the past 18 months. These are the actions they’re taking to attract new investors:
Speaking to current clients about their children's needs to gain access to this demographic: 70%
Using technology more: 58%
Offering new solutions and services to serve this demographic: 35%
Recruiting younger advisers to appeal to this demographic: 35%
Changing their communications channel mix to appeal to this demographic: 32%
Offering different pricing or fee structure: 22%