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Mass Affluent Investors Make More Fickle Clients As They Chase Performance
Turns out that while many advisors are afraid of their ultra-wealthy clientele leaving for a competitor, it's actually the middle-market investors who have no loyalty.
In the latest survey from Northstar Research Partners and communications firm Sullivan, a full 36% of the investor population say they'd be open to switching advisors, with most of them -- 25% of the total polling base -- saying the promise of bigger returns would be enough to get them to switch.
According to initial reports from people who've seen the report, mass affluent investors are especially prone to jumping ship in order to chase better performance elsewhere.
The good news is that 25% of the "self-directed" investor class is now in the market for an advisor -- a far cry from two years ago -- and that, in theory, the very fickleness of mid-range clients means there will continue to be a fair amount of prospect churn out there.
Naturally, once a client leaves one advisor just because the raw numbers look greener on the other side of the street, there's nothing to guarantee that he or she won't go elsewhere once someone with a superficially higher-rolling strategy pops up on the radar.
But once an advisor gets one of these theoretically fickle clients, education could help keep him or her from straying. The perils of chasing trailing returns and the improbability of beating the broad market over the long term are a good place to start.
And if not, it's sad but true: easy come, easy go.
Questions?
How and why does the Advisor Products system work?
In today’s times, when consumers have become more demanding and tech-savvy, financial advisors must use content marketing to attract, inspire, engage, and convert their prospective customers.
A good content strategy is focused on developing and distributing consistent, valuable content to engage and retain prospective customers and target audience, via your website. Our content library provides financial advisors with fresh, high-quality financial content that is updated regularly, improving SEO along the way. And our automated e-newsletter and social media tools allow advisors to reach out to clients and prospects in an easy-to-use manner, providing frequent touch points for optimal brand building.
- Differentiate you from competitors
- Expose clients and prospects to your brand message more frequently
- Build an ongoing relationship with customers
- Increase your follows and fans on social media
- Drive more prospects to your website
- Help convert prospects into leads
- Increase number of pages indexed in Google
What products and services do you offer?
Can I buy services if my website is not hosted with you?
What can I expect during the onboarding process?
What if I have questions after my website is built?
Seeing is Believing.
See how easy it is to get started with our all-in-one digital marketing platform that drives leads, encourages referrals and increases client engagement.
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Advisor Products delivers high-quality, FINRA approved financial news articles and branded weekly financial videos published automatically to your financial advisor website. We also offer marketing tools like our easy-to-use financial blog, automated financial enewsletters, social media marketing tools to help financial advisors disseminate content quickly and easily.
Advisor Products delivers high-quality, FINRA approved financial news articles and branded weekly financial videos published automatically to your financial advisor website. We also offer marketing tools like our easy-to-use financial blog, automated financial enewsletters, social media marketing tools to help financial advisors disseminate content quickly and easily.
