
Word of mouth/referrals (88%) remain the
largest source of lead generation for advi-
sors followed by repeat clientele (84%). The
advisor’s own experience often comes into
play, especially for products like river cruises.
Partner groups, host agencies and consumer
events also drive growth. Advisors are also
learning how to use social media to inspire
more prospects, such as millennials, students,
and generation X.
CHART 12
|
25
LEAD GENERATION CHANNELS FOR ADVISORS
TRENDS IN THE RIVER CRUISE SEGMENT
Word of mouth/referrals
Current/past clientele
Advisor’s personal experience, specialization
Social media
Digital marketing
Consumer events
Print advertising
Leads/referrals from host agency/consortia
Private organizations/clubs
Lead/referrals from partner group
TV/Radio marketing
Church group
88%
84%
54%
37%
26%
17%
15%
15%
13%
13%
6%
5%