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What Financial Advisors Spend to Acquire Clients Across Marketing Channels

calendar_today October 16, 2026 person SmartAsset Team domain smartasset

Attracting new clients comes with costs that aren’t always visible in a marketing budget. According to the 2026 Kitces Advisor Marketing Study, the typical financial advisory practice spent $0.70 to generate $1 in new annual client revenue when both direct expenses and the value of advisor and staff time were considered.1 However, acquisition costs vary […] The post What Financial Advisors Spend to Acquire Clients Across Marketing Channels appeared first on SmartReads by SmartAsset .

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