Canadian advisors spend roughly a third of what US advisors invest in marketing while managing comparable books. Industry research puts a serious growth budget at $150 to $300 per $1 million of AUM. See what that means for your book, and what it could return in new clients.
Disclaimer. Simple, directional planning estimates based on published industry benchmarks and inSymmetry program modelling, for individual advisors and teams. At larger book sizes, inputs represent a team's combined assets and blended fee rates and costs. Actual budgets, acquisition costs and results vary with market, niche, channel mix and execution; no outcome is guaranteed. All figures CAD, for information only. Not investment, financial or business advice.