Research Brief

Top Levers for Advisor Advocacy in 2023

Much has changed about the way advisors run their practices and engage with asset managers over the last few years. And based on our latest research, what it takes to win the loyalty of advisors and turn them into advocates for your firm has evolved as well.

What hasn’t changed: the deeper the relationship with the firm, the more often advisors will seek out the asset manager’s products and expertise—and the more likely they are to become advocates who recommend your firm to others.

This report explores the factors currently driving firm advocacy, including two related types of advocacy: salesperson and content advocacy. All three types of advocacy feed on one another to create the type of loyalty that deepens the relationship and drives advisors to recommend a firm, its people, its products and even its thought leadership to their peers and clients. Download to learn more.