Published: 22 February 2019
Analyst(s): Marketing to Small Business Research Team
Effective marketing strategies that drive small business owner acquisition and retention require buying behavior insight. Marketing leaders can use this report to gain a detailed perspective on what small business owners want, need and expect from their financial service providers.
Table of Contents
Understanding the Landscape
The Value of Financial Advisors
Product and Service Understanding
Product and Service Spend
Primary vs. Secondary Provider
Research Journey and Supporting Decision Making
Purchase Decision Information Sources
Table 1: Owners’ Channel Preference for Specific Services
Future Purchase Channel Intent
How to Deepen the Relationship
Recommended by the Authors
About This Research
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