We Asked. They Answered.
Based on insights from 200+ financial professionals, the 2025 Industry Index offers a deep dive into the trends, challenges, and growth strategies shaping the future of the financial industry. This inaugural report from AcquireUp reveals how top advisors are attracting clients, adapting to change, and staying competitive in a rapidly evolving market.
Real insights from real advisors—here’s what the data reveals about what’s working (and what’s not) in 2025.
Growth is everyone’s goal—but turning prospects into clients remains the biggest challenge.
Not all seminar topics perform the same. See which ones consistently drive registrations.
Only 14% run their business mostly online—leaving a massive gap (and opportunity).
Top advisors are turning 2x more prospects into clients by fixing their follow-up strategies.
Advisors today are navigating growth, regulation, and rising client expectations, all while juggling limited time and resources. The 2025 Industry Index helps you benchmark your strategy, uncover what’s working in the real world, and sharpen your competitive edge with insights that matter.
