B
Evidence Grade B
Graded
accuracy verified by the review judge
Safe to Cite
Current
23%
23% -- advisors with defined marketing strategy for Financial advisors (2026)
Only 23% of financial advisors have any defined marketing strategy.
Attribution:
View source
Lighthouse Research Team
Last verified:
·
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Source verified
Evidence graded
Value
23%
Unit
Percentage
Data Vintage
2026
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
Broadridge
Primary
Tier C
https://www.aryzedesign.com/blog/measuring-what-matters-simple-marketing-kpis-for-financial-advisors ↗
Source Article
Marketing KPIs Financial Advisors Should Track for Growth
Original Research
Broadridge
· Original study ↗
Methodology
Earlier Broadridge survey, cited by aryzedesign.com
Methodology documented
Segmentation
Industrymarketing
Cite this stat
Plain Text
Financial advisors: 23% advisors with defined marketing strategy. Source: Broadridge (2026). Via Lighthouse Intelligence -- https://lighthousedata.io/data/broadridge-23-percent-advisors-defined-strategy
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<blockquote cite="https://lighthousedata.io/data/broadridge-23-percent-advisors-defined-strategy" style="border-left:3px solid #2563eb;padding:12px 16px;margin:16px 0;font-family:system-ui,sans-serif;background:#f0f4ff;"><strong>23%</strong> -- advisors with defined marketing strategy for Financial advisors<br><small>Source: Broadridge (2026) · <a href="https://lighthousedata.io/data/broadridge-23-percent-advisors-defined-strategy" target="_blank" rel="noopener">Lighthouse Intelligence</a></small></blockquote>
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