- Advisors are most likely to attend asset manager value-add programs when the topic is timely and relevant, and when outreach comes from an external wholesaler. In contrast, marketing emails are the least effective driver of attendance.
- Peer influence matters: more than one-third of advisors cite recommendations from peers who previously attended as a key motivator.
- The biggest barrier to participation is the perception that programs are promotional, cited by 44% of advisors. To counter this, programs should emphasize objective insights, actionable strategies, and client-centric takeaways that clearly prioritize value over product promotion.
