Advisors Who Speak, Write and Work the Press Lead the Pack


Research from The Financial Awareness Foundation (TFAF) confirms that financial advisors find most value in thought leadership tactics that showcase their ability to speak, present, write and charm the press.

TFAF’s annual survey of financial advisor concerns and challenges, conducted in association with HB Publishing & Marketing Company, LLC. found that nearly three in four (72%) advisors surveyed found Public Speaking and Presentations to be “Very” or “Extremely” effective for establishing thought leadership.


Nearly two-thirds of surveyed advisors (63%) found Publishing Articles to be “Very” or “Extremely” effective for establishing thought leadership. More than half (55%) found that writing books about their subjects of expertise was a highly effective thought leadership tactic and almost half (47%) found significant value in obtaining consistent press coverage. 

Respondents were asked to rate nearly two-dozen thought leadership tactics. While social media in general did not seem to garner high marks for thought leadership effectiveness, more than one-third of advisors did find blogging and producing videos to be very or extremely effective for establishing thought leadership.    

There’s much more to this survey.  Check out some of the other highlights here.

Hank Berkowitz directs content strategy at Wall & Main

Hank Berkowitz