It’s a question every advisor faces. What do clients want? Where should advisors invest their time, money, and energy to get the greatest growth and retention? Unfortunately, this question is tricky because while clients come to you for help with investment management and financial planning, they likely stay with you because of your outstanding service. Simply put, service and returns go hand-in-hand. Your clients care about both, and you should too.
In all our years serving clients and supporting financial advisors, we know what clients want. And we’ve found a solution to the challenges of delivering what they want.