Advice in Adversity

June 29, 2020

In this white paper, Cerulli explores how advice providers can best equip their advisor-clients to quell the worries of investors and ensure they adhere to their still-relevant long-term investment goals.

Our White Paper Uncovers These Key Trends

Whitepaper page advice in adversity icon


Advisors need relationships that balance effective interpersonal communication and implementation of scalable technology tools that aid advisory relationships.

Whitepaper page advice in adversity icon communication


Advisors need to proactively maintain lines of communication with clients to explain the current market downturn and subsequent volatility in the broader context of individual households’ longer-horizon financial plans.

Whitepaper page advice in adversity icon digital


Digital platforms do an excellent job in the basic mechanics of portfolio management, but they lack the empathy and reassurance vital to the best advisory relationships.

Download our White Paper

We use cookies to improve your site experience, distinguish you from other users and support the marketing of our services. These cookies may store your personal information. By continuing to use our website, you agree to the storing of cookies on your device. For more information, please visit our Privacy Notice.