B
Evidence Grade B
Graded
accuracy verified by the review judge
Safe to Cite
Current
60%
60% -- new client and asset growth uplift for Financial advisors with defined digital marketing strategies (2026)
Financial advisors with defined digital marketing strategies attract over 60% more new clients and assets compared to firms without one.
Attribution:
View source
Lighthouse Research Team
Last verified:
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Source verified
Evidence graded
Value
60%
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
Unbiased
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
Unbiased
· Original study ↗
Methodology
Research by Unbiased on RIA digital marketing, cited by aryzedesign.com
Methodology documented
Segmentation
Industrymarketing
Cite this stat
Plain Text
Financial advisors with defined digital marketing strategies: 60% new client and asset growth uplift. Source: Unbiased (2026). Via Lighthouse Intelligence -- https://lighthousedata.io/data/ria-digital-marketing-strategy-60-percent-more-clients
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<blockquote cite="https://lighthousedata.io/data/ria-digital-marketing-strategy-60-percent-more-clients" style="border-left:3px solid #2563eb;padding:12px 16px;margin:16px 0;font-family:system-ui,sans-serif;background:#f0f4ff;"><strong>60%</strong> -- new client and asset growth uplift for Financial advisors with defined digital marketing strategies<br><small>Source: Unbiased (2026) · <a href="https://lighthousedata.io/data/ria-digital-marketing-strategy-60-percent-more-clients" target="_blank" rel="noopener">Lighthouse Intelligence</a></small></blockquote>
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