This report, "How Financial Planners Actually Market Their Services," is a comprehensive marketing study conducted by Kitces Research that examines how financial planners market their services and what tactics are most effective. The report analyzes data from nearly 1,000 advisory practices, including their expenditures, acquisition costs, and the success rates of various marketing strategies. It also compares the marketing practices of high-growth practices to those of their peers, revealing common themes and trends for achieving sustainable growth. The report offers valuable insights for financial planners seeking to improve their marketing efforts, including detailed analysis of the effectiveness of common tactics like client referrals, social media, and content marketing.

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