This spring, we surveyed advisors about their business and retirement planning.
39% of respondents aren’t satisfied with their current marketing efforts.
Only 11.3% of those have started an active marketing program.
62% still rely on client referrals.
74% of respondents cite lack of time and expertise as their biggest marketing challenges.
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The Modernist Advisor is leading the way for RIAs to develop the more sustainable growth and a more complete retirement planning platform that includes Social Security, tax, estate and income planning.