[Whitepaper] How Coronavirus Changed the Investor-Advisor Relationship

An inside look into how prospects' habits are shifting as a result of the pandemic, and how advisors can continue to win new business.

We're your organic growth partner.

SmartAdvisor helped advisors raise more than $5.2 billion in new assets in 2019 alone. 

Ready to spend less time prospecting and more time advising?


Since the beginning of the pandemic, the number of investors interested in working with an advisor virtually has grown by 27%.


How Coronavirus Changed the Investor-Advisor Relationship

By signing up, I agree to receive marketing emails from SmartAsset including articles, personal finance tools and sponsored content from our partners.

Download the White Paper

SmartAdvisor collected input from thousands of investors seeking to be paired with a financial advisor throughout the pandemic.

We found that consumer habits are shifting as a result of the coronavirus. This report digs deeper into how advisors can keep pace with these changes - and supercharge their practice.

Report Highlights

During the first six months of the crisis, Google searches for the term financial advisor increased by 17%.

Since the coronavirus first reached the U.S., SmartAdvisor has recorded a 59% increase in investor assets matched with an advisor each month.