B
Evidence Grade B
Graded
accuracy verified by the review judge
Safe to Cite
Recent
33%
33% -- share of advisors using email updates for client communication for financial advisors (2025)
33% of financial advisors use email updates to support setting client expectations and building client connections.
Attribution:
View source
Lighthouse Research Team
Last verified:
·
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Source verified
Evidence graded
Value
33%
Unit
Percentage
Data Vintage
2025
Entity
Sample Size
200
Evidence Quality
B
Strong, reliable evidence
Sourced from a well-regarded research firm or industry leader with transparent methodology and a reasonably large sample.
Single source - not yet corroborated
Score breakdown
Extraction
95
Source Trust
60
Citation Chain
20
Independence
30
Methodology
45
Freshness
95
Source
AcquireUp
Primary
Tier A
https://www.acquireup.com/blog/financial-advisor-growth-strategies-2025-industry-index ↗
Source Article
Financial Advisor Trends and Growth Strategies
Original Research
AcquireUp
· Original study ↗
Methodology
AcquireUp 2025 Industry Index survey of 200+ financial advisors
Methodology documented
Segmentation
Industrymarketing
Cite this stat
Plain Text
financial advisors: 33% share of advisors using email updates for client communication. Source: AcquireUp (2025). Via Lighthouse Intelligence -- https://lighthousedata.io/data/advisors-email-updates-client-education-2025
HTML Embed
<blockquote cite="https://lighthousedata.io/data/advisors-email-updates-client-education-2025" style="border-left:3px solid #2563eb;padding:12px 16px;margin:16px 0;font-family:system-ui,sans-serif;background:#f0f4ff;"><strong>33%</strong> -- share of advisors using email updates for client communication for financial advisors<br><small>Source: AcquireUp (2025) · <a href="https://lighthousedata.io/data/advisors-email-updates-client-education-2025" target="_blank" rel="noopener">Lighthouse Intelligence</a></small></blockquote>
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