The FPA Research Center created an interactive marketing tool based on consumer surveys, to help planners discover which topics are of greatest interest to which target markets based on investable assets, and therefore which topics to promote in marketing pieces depending on the niche you are trying to reach. Based on your inputs, the results will include a sample marketing schedule and links to informational resources from FPA to help you build on those areas of expertise and grow your business.
The tool allows you to search in two ways: You may choose your target market by their level of investable assets and see which topics are of greatest interest to them, or you may select your areas of expertise and see which target markets are most seeking those services.
Click here to begin using the tool. [Note: Restricted to FPA members only. Once the Excel spreadsheet pulls up, please "enable content" at the top of the page—click on the button "Options" next to the heading "Security Warning." If you have any questions or technical difficulties, please contact ResearchCenter@FPAnet.org.]