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

AI and data integration critical to tackling adviser capacity crunch

AI and data integration critical to tackling adviser capacity crunch

Dynamic Planner’s Rowan Whittington and M&G’s Chris Hudson urge advisers to prioritise integration

Sahar Nazir
clock 11 June 2025 • 3 min read
Advice firms predict surge in client numbers as AI promises to reshape service delivery

Advice firms predict surge in client numbers as AI promises to reshape service delivery

Dynamic Planner's Advice 2025 report reveals rising demand for financial advice

Sahar Nazir
clock 09 June 2025 • 2 min read
FCA partners with Nvidia to allow firms to experiment with AI

FCA partners with Nvidia to allow firms to experiment with AI

Part of a 'supercharged sandbox'

Linus Uhlig
clock 09 June 2025 • 2 min read