B
Evidence Grade B
Graded
accuracy verified by the review judge
Safe to Cite
Current
50%
50% -- annual client onboarding uplift for Financial advisors with documented marketing strategy (2026)
Financial advisors with a clear, documented marketing strategy onboard 50% more clients per year than those without a defined strategy.
Attribution:
View source
Lighthouse Research Team
Last verified:
·
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Source verified
Evidence graded
Value
50%
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
Broadridge Financial Advisor Marketing Trends Report, cited by aryzedesign.com
Methodology documented
Segmentation
Industrymarketing
Cite this stat
Plain Text
Financial advisors with documented marketing strategy: 50% annual client onboarding uplift. Source: Broadridge (2026). Via Lighthouse Intelligence -- https://lighthousedata.io/data/broadridge-documented-strategy-50-percent-more-clients
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<blockquote cite="https://lighthousedata.io/data/broadridge-documented-strategy-50-percent-more-clients" style="border-left:3px solid #2563eb;padding:12px 16px;margin:16px 0;font-family:system-ui,sans-serif;background:#f0f4ff;"><strong>50%</strong> -- annual client onboarding uplift for Financial advisors with documented marketing strategy<br><small>Source: Broadridge (2026) · <a href="https://lighthousedata.io/data/broadridge-documented-strategy-50-percent-more-clients" target="_blank" rel="noopener">Lighthouse Intelligence</a></small></blockquote>
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