In order to listen to the meeting playback and download the presentation, please follow the links below (Members Only):
- Replay of the NetMeeting (MP3)
- Presentation (PDF)
- FUSE Research report on The Evolution of e-Marketing Metrics (PDF)
FUSE Research, in partnership with WealthManagement.com, conducts a regular series of advisor surveys to better understand financial advisors' preferences and behaviors. Each survey gathers feedback from several hundred advisors and is the basis for FUSE's advisor-focused research. This research provides a unique view into the advisor mindset and implications for the asset managers that serve them.
In this MMI members-only NetMeeting, Pat Newcomb shares some of FUSE's recent advisor research regarding the marketing support provided by asset managers. Hear from marketing executives at two asset managers on how they seek to engage financial advisors. The panel explores a range of marketing support areas - from value-added programs to the capabilities that advisors now look to access online. Listen in as we share what advisors think of the marketing support typically offered by asset managers and the types of support services they value most.
Key discussion topics include advisor feedback on:
- Effectiveness of various marketing and PR tactics
- Importance of value-added tools and marketing materials
- Online engagement and website capabilities
Arlen Oransky, SVP, Chief Membership & Programs Officer, MMI
Pat Newcomb, Director of Benchmark Research, FUSE Research
Jessica Catalano, Director, Strategic Marketing Programs, Columbia Threadneedle Investments
Mario Favetta, Head of Marketing and Product, Mirae Asset Global Investments