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Advisor Intent Trends

December 2022

Discovery Data Advisor Intent Indices are the leading measure of financial advisor buying intent, tracking changes in advisor interest on specific industry topics over time.

Just when tensions seemed like they might abate and return to normal, December struck. The poor performance across asset classes created another jump in mindshare across both equities and fixed income from already high levels. Practice management was relatively steady but saw some decline in focus overall. One notable change was an increase in focus on recruiting themes, likely due to the upcoming start of a new year.

About Advisor Intent Indices
Advisor Intent Indices empower product distributors, recruiters, marketers, and data scientists with highly accurate first-party information on industry-level and advisor-level intent in near real-time. Co-developed by Discovery Data and AdvisorTarget, Advisor Intent Indices use a scoring model to compare advisors’ overall engagement with financial news to individual engagement, providing month-to-month trends for gauging changes in advisor interest. With a range from 0 (no interest) to 200 (overwhelming interest), the score indicates the level of interest on each topic the indices track.

Discovery Data’s website publicly tracks four Advisor Intent Indices on Practice Management, Commodities, Equities, and Bonds, and reports a monthly news summary on the changes. Clients can subscribe to Discovery Data’s Intent Trends to access Advisor Intent Indices on over 40 topics and subcategories. Custom topics are available upon request, and pre-qualified leads within each index can be delivered through Discovery Data’s Intent Signals.

Contact us to learn how Discovery Data can empower your teams with financial advisor intent data.