Tracy Needham

An excerpt of the report I wrote on creating a digital experience that converts financial advisor clients into advocates for the asset manager. Survey: ~1,200 Financial Advisors Audience: Sales, Marketing & Business Intelligence Executives

The executive overview of my report on the biggest changes in advisors' needs and preferences for digital experiences since the onset of COVID-19. Survey: ~500 Financial Advisors Audience: Marketing, Sales & Business Intelligence Executives

Overview of the five pieces I conducted research for and wrote to address asset managers' challenges with getting financial advisors to embrace selling ESG products to their clients. Audience: Asset Management Marketing & Sales Executives