State of Digital & AI 2026: Field Guide

& Action Plan

 

Find the Gap in Your Marketing. Build the Plan to Close It.

 

Field Guide and Action Plan

Most advisors are not starting from zero. They are sending emails, posting content, and staying visible. But visibility alone does not drive growth.

 

The question worth asking is not "How do I do everything?" It is "What should I do next?" This guide helps you find that answer: one practical step that fits where your marketing is today, aligns with your goals, and is backed by data from the advisors already seeing results.

 

Download the Field Guide & Advisor Action Plan to:

 

  • Identify where your marketing system is strong and where momentum is breaking
  • Pinpoint the next campaign to launch, whether that is lead generation, nurture, referral, onboarding, or website conversion
  • Build a simple 90-day plan around a real decision moment, not a generic to-do list
  • Use campaign benchmarks, timing patterns, and campaign data to choose what to launch and when

The guide is built on data from more than 9,000 advisors. Use it on your own or with your team to move from marketing activity to a connected growth system.

 

Please note: This guide is built on findings from the State of Digital & AI 2026 report. You don't need the full report to use it, but if you want to dig deeper into the data, grab it here.