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Media Consumption Advisor

Continuously monitor media usage patterns and preferences among financial advisors

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Value

The report will enable subscribers to:

INFORM MEDIA-BUYING
Know where advisors go first for financial and business news and determine the best places to run targeted media campaigns

MAXIMIZE BRAND EXPOSURE
Determine where your firm’s specific subset of advisors consumes media to
get your ads in front of advisor eyes

MONITOR IMPACT OF MEDIA USE
Compare key brand metric performance for pre- and post-campaign periods to monitor the impact of ad spend

 

Methodology

  • 400 advisors per month; data points reported per month and as three-month-rolling averages
  • Web-based survey
  • Continuous monthly data collection
  • All major distribution channels

 

Subscription Details

Survey fielding: Monthly
Data portal updated by the 15th of each month

Deliverables:

  • Monthly data feeds
  • Five-seat license
  • Easy-to-use dashboards with ability to filter by key firmographics and brand usage
  • Quarterly written summaries

Investment: $30,000 

 

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Percentage of AUM in DC plans
• Percentage of compensation from DC plans
• Number and size of plans managed
Services provided to DC plan sponsors and participants
• Impact of fee disclosure regulations
• Number of plan providers typically recommended
• Number and type of investment options typically recommended
• QDIA option used most often
• Target date fund recommendation
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Media Consumption Advisor