
Social media has made a significant impact on the
travel industry.
A study found that 36.5% of travelers used social
media to find travel inspiration, and that this trend
was higher among Generation Z and millennials,
with 90% sharing photos while they are on vacation
3
.
Therefore, it’s been heartening to see more advisors
turning to social media (60%) and digital marketing
(40%) as lead generation channels.
Word of mouth/referrals and current/past clientele
will continue to be important to an industry based
on trust and advisor-client relationships.
Advisors have also shared that they do see marginal
gains from personal networking, church groups
and offline advertising. And so, advisors should
not neglect those areas.
LEAD GENERATION CHANNELS FOR ADVISORS
ADVISOR AFFILIATIONS
0% 10% 20% 30% 40% 50% 60% 70% 80% 90%
TV/Radio marketing
Church group
Lead/referrals from partner group
Print advertising
Private organizations/clubs
Consumer events
Leads/referrals from host agency/consortia
Advisor’s niche or specialization
Digital marketing
Social media
Current/past clientele
Word of mouth/referrals
2023 2024
3 https://www.xola.com/articles/how-social-media-has-permanently-changed-the-travel-industry/
22
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CHART 14