Social media 'more popular than traditional marketing' for advisers

'Get the balance right'

Tom Ellis
clock • 1 min read

Twice as many advisers are using social media as their main marketing tool compared with other more 'traditional' routes, according to Intelliflo's 2018 Social Media Survey of its Intelligent Office (iO) users.

The back-office provider found seven-in-ten (70%) of the 379 advisers surveyed use social media for business purposes - up 12 percentage points since 2014. Asked about other marketing tools they used, one-third (36%) said they used events where clients and prospective clients were invited, a further third (31%) said they used sponsorship and 30% used email. Intelliflo: 'Direct competitors should be concerned' More specifically within social media - and as with last year - Intelliflo found LinkedIn to be the most popular platform, with more than half (57%) of advisers using it for b...

To continue reading this article...

Join Professional Adviser for free

  • Unlimited access to real-time news, industry insights and market intelligence
  • Stay ahead of the curve with spotlights on emerging trends and technologies
  • Receive breaking news stories straight to your inbox in the daily newsletters
  • Make smart business decisions with the latest developments in regulation, investing retirement and protection
  • Members-only access to the editor’s weekly Friday commentary
  • Be the first to hear about our events and awards programmes

Join

 

Already a Professional Adviser member?

Login

More on Technology

Roger Brosch: AI is going to make humans more human

Roger Brosch: AI is going to make humans more human

'The more human, the greater value'

Roger Brosch
clock 13 April 2026 • 4 min read
Are AI tools the new robo advisers?

Are AI tools the new robo advisers?

Reform not replacement

Laura Miller
clock 07 April 2026 • 8 min read
Why the integration of AI in financial advice should focus on workflows, not wow‑factor

Why the integration of AI in financial advice should focus on workflows, not wow‑factor

'The biggest demand is not for more insights, but for less administration'

Mark Rendle
clock 31 March 2026 • 4 min read