B
Evidence Grade B
Graded
accuracy verified by the review judge
Safe to Cite
Recent
37%
37% -- percentage of advisors obtaining client via social media for Financial Advisors (2025)
37% of Advisors have obtained a prospect that became a client through social media.
Attribution:
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Lighthouse Research Team
Last verified:
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Source verified
Evidence graded
Value
37%
Unit
Percentage
Data Vintage
2025
Entity
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
50
Source Trust
60
Citation Chain
20
Independence
30
Methodology
45
Freshness
95
Source
rfgadvisory.com
Primary
Tier C
https://rfgadvisory.com/blog/why-is-digital-marketing-important-for-financial-advisors/ ↗
Source Article
Why is Digital Marketing Important for Financial Advisors?
The next few years will present financial Advisors with the biggest opportunity to capture new assets. With the greatest wealth transfer closely looming on the horizon, these potential clients are increasingly seeking out financial advice online. According to one study, 91% of Advisors agree that di…
Original Research
rfgadvisory.com
· Original study ↗
Methodology
Cited recent survey, methodology not stated
Methodology documented
Segmentation
Industrymarketing
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Plain Text
Financial Advisors: 37% percentage of advisors obtaining client via social media. Source: rfgadvisory.com (2025). Via Lighthouse Intelligence -- https://lighthousedata.io/data/advisors-social-media-client-acquisition
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<blockquote cite="https://lighthousedata.io/data/advisors-social-media-client-acquisition" style="border-left:3px solid #2563eb;padding:12px 16px;margin:16px 0;font-family:system-ui,sans-serif;background:#f0f4ff;"><strong>37%</strong> -- percentage of advisors obtaining client via social media for Financial Advisors<br><small>Source: rfgadvisory.com (2025) · <a href="https://lighthousedata.io/data/advisors-social-media-client-acquisition" target="_blank" rel="noopener">Lighthouse Intelligence</a></small></blockquote>
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