Leveraging Cogent Syndicated’s long-standing relationship with financial advisors and the vast experience of C Space in managing communities of financial professionals, we’ve created an online community of financial advisors (comprising registered reps and RIAs) to provide clients with a more economical option than a proprietary community.
Utilizing this shared community, we conducted our own survey to explore advisors’ engagement with thought leadership and their preferences in terms of sources, format and content. In this white paper, we share some of the top-level findings to demonstrate the power and value The Advisor Exchange delivers.
Based on results from our national consumer omnibus study, this white paper reveals: