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

As advisers are zigging to AI, how do you zag?

As advisers are zigging to AI, how do you zag?

'Be visible. Be local. Be helpful before you’re needed'

Harry Webster
clock 14 August 2025 • 4 min read
AI in financial services: Hype, hope, or a bit of both?

AI in financial services: Hype, hope, or a bit of both?

'It's important to maintain a healthy dose of scepticism and here's why...'

Doug Boyce
clock 06 August 2025 • 4 min read
Most popular advice tech and adviser AI systems in H1 2025

Most popular advice tech and adviser AI systems in H1 2025

Iress tops the list for advice tech and AI

Isabel Baxter
clock 31 July 2025 • 3 min read