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

Ammonite co-founder says AI suitability report tool could 'triple' adviser capacity

Ammonite co-founder says AI suitability report tool could 'triple' adviser capacity

Planbot launched by former adviser duo

Jen Frost
clock 26 February 2026 • 3 min read
Anthropic's latest AI plug in could 'trigger golden age of digital advice'

Anthropic's latest AI plug in could 'trigger golden age of digital advice'

AI firm launched wealth management plug in in US adviser space

Jenna Brown
clock 26 February 2026 • 2 min read
Adviser AI usage more than doubles in last year

Adviser AI usage more than doubles in last year

Rises from 29% to 60%, SOTAN findings reveal

Isabel Baxter
clock 25 February 2026 • 3 min read