United States | July 2016 | 1 THE COMPLEXITY CHALLENGE Financial advisors are time poor, yet crave insight. How can asset management firms best engage them? JOURNEY STAGE: Consideration AUDIENCE: Financial Advisors SECTOR: Asset Management Rethink THE CUSTOMER JOURNEY: ASSET MANAGEMENT Silver Award Winner – B2B Financial Communications Society Portfolio 22 Awards 2016United States | July 2016 | 2 THE CHALLENGE Financial advisors (FAs) are a notoriously difficult audience to influence. For asset management firms, this presents a considerable challenge. How can asset management firms communicate when: • FAs are insight hungry, but time poor and bombarded with information? • the information they have to get across is complex? • financial news is immediate but commonplac

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