fast, accurate financial insights 

With approximately 1,000 advisor-members, Bellomy’s Financial Advisor Community lets you capture valuable feedback quickly and seamlessly.  

reliable expertise that’s engaged & on-tap  

Established in 2014, this dedicated, responsive, brand-neutral group of advisors is engaged and available for ongoing feedback on a variety of topics for branded and unbranded engagements alike. 

Recent FAC topics include:

•    cryptocurrency
•    alternative investment vehicles
•    advising on philanthropic giving
•    understanding nextgen advisors and investors
•    emerging technologies

 

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optimized pricing for community engagements saves costs compared to ad hoc research
clock and gear time management icon
routine processes and high response rates expedite studies
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pre-screened members ensure data accuracy and ongoing engagements facilitate trend analysis
financial advisor community

benefits of the FAC

The efficiency of a dedicated research community means a tremendous value for client-partners compared to ad hoc research.

cost: optimized pricing for community engagements means that you’re saving with each research initiative. 
 
speed: routinized processes and templates plus higher response rates make it easier to execute studies quickly, without the need for outside sample recruitment or elaborate kickoff/start-up activities. 
 
data quality: community members are pre-screened and recruited per your specifications so they are engaged, primed, and ready to participate. Any pre-collected demo- and firmographic data can be appended to results for richer insights. 
 
access: communities allow ongoing access to the members, so you can follow up with specific individuals to conduct qual or to trend data periodically over time. 
 
consultation: Regular check-ins with Bellomy’s FAC specialists to discuss needs, concerns, and goals ensure you maximize the FAC’s value.

 

get in touch 

Want to learn more about what Bellomy’s Financial Advisor Community can do for you? Contact Justin Bailey Sr. Director, Strategy, at 336-354-1436 or justin.bailey@bellomy.com.  

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Interested in joining Bellomy’s Financial Advisor Community?

We are looking for financial advisors to help shape the future of the industry. As a member of our online research community, you'll have the chance to engage in meaningful discussions, share your expertise, and learn from other industry leaders. We welcome applications from qualified professionals.

learn more

a note about recruitment

Bellomy primarily utilizes Discovery Data to recruit wealth advisors and other investment professionals. Clients paying to access this panel to conduct research are not involved in the recruitment process. If additional audiences or advisor types are needed, Bellomy will identify appropriate sources and provide quotes for those additional costs. 

incentives: FAC participants receive points for participating in engagements redeemable for gift cards. Bellomy advises client-partners on points awarded — and subsequent cost — based on engagement type. 

member health: Bellomy continuously monitors the FAC, retiring inactive panelists and recruiting new members at least once a year to ensure strong panel health and high engagement. 

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