Here's How FAs Want to Hear From You
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Thursday, February 8, 2024

Here's How FAs Want to Hear From You

The vast majority of financial advisors want fundsters to be proactive with communication ... but a phone call may not be the right choice most of the time, according to new data from the folks at a Boston-based research ally to the asset management industry.

Thomas "Neil" Bathon
Fuse Research Network
Founder, Partner
The Fuse Research Network team reveals that, when it comes to communicating with internal wholesalers, only seven percent of FAs say that they prefer to initiative contact. And even fewer, only six percent, want a video meeting (think Meet, Teams, Webex, or Zoom).

FAs' prevailing communication preference, the Fuse folks found, is for internals to reach out via email. That's the choice of 54 percent of advisors. 34 percent, meanwhile, prefer that internals reach out via phone calls.

The Fuse team frames their findings in the context of fundsters "relying on marketing teams to deliver service according to advisors' preference [allowing] leadership to redirect its talented internal wholesaler team."

"It's time to rearrange who you are into what you're gonna be!" the Fuse team writes.

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