U.S. Retail Investor Advice Relationships 2023
Develop a Collaborative Engagement Process With Investors
- Address the ongoing growth of self-managed accounts among investors across all advice orientations
- Discover the variety of advice orientation choices that investors are making in pursuit of their long-term financial goals
- Investigate the provider-client relationship, starting with client acquisition, progressing through advice delivery, investment management, and pricing and client retention strategies, and more
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Drew O'Hearn, CFP
Director, Account Management
- Boston HQ +1 617.437.0084
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Summary
Explore affluent investors’ relationships with their financial advice providers. Understand investors’ criteria for selecting advisors and their preferences regarding ongoing communication, including the use of digital tools to augment traditional advisors. Fine-tune your value proposition to best address specific market segments.
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