Financial Advisor Target Marketing Strategies:
Focusing One’s Strategies on Narrow Target Markets

Recently Released!!!
Date Published: May 1, 2015
Summary PPT Deck: 49 Slides
Reference PPT Deck: 345 Slides


The purpose of this research is to provide readers with an initial understanding of the wide range of potential financial advisor target marketing strategies, including those based on gender, marital status, ethnic groups, occupation, source of wealth, & other factors.

This research starts with a context setting chapter which outlines the benefits of target marketing.

This research addresses the historical phases of financial advisor target markets, including: 

  • Early Phase
  • Middle Phase
  • Recent Phase

    This research defines six distinct markets segments including:

    • Gender
    • Marital Status
    • Ethnic Groups
    • Occupations
    • Sources of Wealth
    • Other Factors

And this research makes the following future predictions for financial advisor target marketing strategies, including: 

  • Increased Competition to Create Need for More Proactive Marketing Approaches for New Clients
  • Firms Utilizing Target Marketing to be Most Successful
  • Women’s Financial Issues to Gain Attention
  • Same Sex Couples (and Other Non-Traditional Family Units) to Gain Attention
  • Latin Americans to Gain More Attention
  • Numerous Occupational & Other Segments to Also Provide Terrific Opportunities

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