The good news is that, even in crisis, investors are generally satisfied. The bad news is that there is lurking risk as more clients consider changing advisors. Consider our most recent research on what it means to be an exceptional advisor, and walk away with a clear plan to transform clients from being 'merely satisfied' to 'profoundly engaged'.
The good news is that, even in crisis, investors are generally satisfied. The bad news is that there is lurking risk as more clients consider changing advisors. The latest Investments & Wealth Institute research, sponsored by The Behavioral Investing Institute, a Toews Asset Management affiliated company, examines the connection between loyalty and client confidence and what it takes to deliver a truly exceptional client experience. Specifically, the research goes deep on what exceptional looks like for key client segments, depending on age, profession and employment status. Walk away with a clear plan to transform clients from being 'merely satisfied' to 'profoundly engaged'.
Speaker:
Julie Littlechild
Founder, Absolute Engagement
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