New Doremus/CNBC Study Takes A Look At: "The New World of Financial Advisors"

Top Quote Doremus, BtoB magazine's "top agency" for 2010, and CNBC, First in Business Worldwide, recently launched a 360-degree study of how financial advisors are operating in the new financial services landscape. End Quote
  • (1888PressRelease) July 07, 2010 - Doremus, BtoB magazine's "top agency" for 2010, and CNBC, First in Business Worldwide, recently launched a 360 degree study of how financial advisors are operating in the new financial services landscape. From investment philosophy to business building, from the skills and personality traits of successful FAs to new demands from clients, the study offers an unparalleled and in-depth view of the challenges and opportunities advisors face.

    Based on both qualitative and quantitative techniques, "The New World of Financial Advisors" is a provocative perspective on the professionals who control $17 trillion in assets. Findings from the study offer a decided advantage to marketers who want to reach this influential group.

    Unique to the study is the emergence of four distinct financial advisor "personalities," each different in how he or she approaches investing as well as in their attitudes and motivations in helping their clients.

    Jane Lauterback, Doremus EVP, Global Chief Marketing Officer said, "As the economic climate recovers, this study is an essential guide for marketers who want to understand and effectively reach financial advisors, a diverse yet highly influential audience."

    Ray Borelli, CNBC VP, Strategic Research, Scheduling and Long Form Programming said, "Financial advisors, and the people who use them, are highly engaged with CNBC and This study provides the critical insight into a highly-valued and influential group that our advertising partners have been asking for."

    For more information about "The New World of Financial Advisors," contact Hope Picker, Doremus Director of Research at hpicker ( @ ) doremus dot com or Robert Foothorap, VP, CNBC Global Sales Leader at Robert dot Foothorap ( @ ) nbcuni dot com dot

    With CNBC in the U.S., CNBC in Asia Pacific, CNBC in Europe, Middle East and Africa, CNBC World and CNBC HD+, CNBC is the recognized world leader in business news and provides real-time financial market coverage and business information to more than 390 million homes worldwide, including more than 100 million households in the United States and Canada. The network's 16 live hours a day of business programming in North America (weekdays from 4:00 a.m.- 8:00 p.m.) is produced at CNBC's global headquarters in Englewood Cliffs, N.J., and includes reports from CNBC News bureaus worldwide. and CNBC Mobile Web offer real-time stock quotes and charts, CNBC's breaking news & analysis, market and pre-market data. Additionally, provides videos, live streaming of events and market opens in Asia and Europe, and industry and topic-specific blogs from our award winning reporters and guests. CNBC Radio delivers business news and information to more than 150 radio stations in the U.S., including 25 of the top 25 markets. CNBC is also available nationwide on Sirius channel 129 and XM channel 127.

    Doremus is a specialist in a world of generalists. With offices in New York, San Francisco, London, Frankfurt and Hong Kong, it specializes in business communications, helping companies align their communications with their business objectives. It does this by leveraging a unique understanding of the complexity of their industries and audiences, and translating that into compelling business-building solutions.

    Doremus is a part of the Omnicom Group Inc. Omnicom is a leading global advertising, marketing and corporate communications company. Omnicom's branded networks and numerous specialty firms provide advertising, strategic media planning and buying, interactive, direct and promotional marketing, public relations and other specialty communications services to over 5,000 clients in more than 100 countries.

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