Tag: Client satisfaction
The Adviser-Client Communication Disconnect
According to clients, more is not always better when it comes to meeting with their advisers.
It’s A Matter of Trust
As adviser client relationships move from one that revolves around picking investments to one more focused on personal counseling and education, it’s important to maintain trust.
Significant Potential Exists for Advisers in Retirement Plan Market
Nearly half (42%) of plan sponsors do not have a relationship with a financial adviser.
Consumers Say Trusting Adviser Marketing Info Was a Mistake
The most common mistake made by consumers in the adviser selection process - accepting marketing information as accurate.
Progress, Not Returns, Driver of Client Satisfaction
Clients want to know they are on their way to achieving life goals, not investment performance.
Wirehouse Clients Come With Problems
Independent advisers claim that new clients who previously worked with brokers lack proper planning documents.
Poor Communication Costs Clients
Lack of communication can be extremely damaging to an adviser-client relationship, and is a frequent reason clients leave their adviser, a new survey says.
Support for Family Members Alters Retirement Plans
A survey conducted for Putnam Investments found 15 million workers age 45 or over are providing financial support for an aging parent or adult child, and that is...
Retirees Content with Adviser Relationships
The good news is that retirees appear to be quite content with their existing adviser relationships — all the more reason for advisers to establish those connections prior...