
CHART 15
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27
The top lead generation channels, advisors have
said, are word of mouth or referrals. These could
be from retired advisors, business networking clubs
or even current/previous clients.
The advisors’ personal experience/specialization
was also a top lead generation source, said 49% of
advisors. This is a jump from the TMR Distribution
Outlook 2023, but luxury being a niche segment
does require specialization.
While the rise of social media remains steady—one
advisor said they get 90% of their clientele from
TikTok—it seems that the more niche the product,
the greater a personal touch is required in finding
new clients. Newsletters and personal mailing lists
are also being used as lead generators.
LEAD GENERATION CHANNELS FOR ADVISORS
LUXURY VACATION TRENDS FOR 2024
1%
9%
13%
16%
16%
17%
22%
27%
42%
49%
80%
83%
TV/Radio marketing
Church group
Print advertising
Lead/Referrals from partner group
Private organizations/Clubs
Consumer events
Leads/Referrals from host agency/consortia/franchise
Digital marketing
Social media
Advisor’s personal experience, specialization
Current/Past clientele
Word of mouth/Referrals