Impacting and influencing Financial Advisors – a look at their profile and media consumption habit

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Using the Erdos & Morgan Financial Advisor Media Outlook and Usage Study (FAMOUS), this presentation will analyze three different types of Financial Advisors:

• Independent Registered Investment Advisor (RIAs),
• Wirehouse
• Independent Broker/Dealer.

We will examine the differences in their profiles, use of investment tools and knowledge of fund families in the first part of the presentation. The second part of the presentation will explore their media consumption and how best to reach and influence their opinions. Media includes:

• Print
• Digital
• Broadcast

By profiling the FA and examining their media consumption habits, FAMOUS will assist you in optimizing your targeting efforts.

Advisor Perspectives’ CEO, Bob Huebscher, will also present some of its market research, showing how advisors prefer to get information from asset managers and the types of information advisors are most likely to pass along to clients.

Speakers

David March
Chief Revenue Officer
Erdos & Morgan

Starting his career in media market research and then and transitioning to the publishing side of the business before eventually coming back to the media market research side, David has over 35 years of media and market research experience.

At Erdos & Morgan, David is responsible for developing new, scalable – and forward-thinking – syndicated studies. Joining the company in 2008, his first mission was to integrate the measurement of digital, social and mobile media into the current syndicated offerings of the company. Once that integration was effectively completed, David turned his attention to developing new product offerings. In 2013, David developed and successfully launched the Financial Advisor Media Outlook and Usage Study (FAMOUS). Since its inception, FAMOUS has been the industry’s leading study for profiling media consumption by Financial Advisors.

Syndicated and custom research clients both benefit from his deep understanding of key business drivers: increasing market share, developing new business and building strong, effective teams. He is also adept in the subtle distinctions that make Erdos & Morgan’s syndicated studies a strategic decision essential for the industries we serve.

Beginning his market research career at Erdos & Morgan’s parent company, Beta Research, David’s first assignment was computer programming, but he quickly shifted to client services. His ability to help media companies and their clients measure niche audiences led to a transition to the media side of the business. He subsequently held several research and advertising related positions in the publishing industry, including group publisher at UBM’s CMPMedica division. While in the medical publishing industry, he was also extremely active in professional organizations, serving as President of the Association of Medical Media (AMM) in 2008 and chair of the Healthcare Marketing and Communications Council’s (HMC) news committee for five years.

Robert Huebscher
CEO and Founder
Advisor Perspectives