- Email is now the #1 way advisors want to be contacted, with 54% saying they prefer it versus phone (31%) and virtual meetings (4%).
- Internal wholesalers juggle a median of 250 emails per week, up from 225 in 2021, highlighting the growing dominance of digital communication.
- Phone calls keep shrinking as more conversations move to email.
- Half of firms now use AI tools such as Microsoft Copilot to help internals write and prioritize emails.
