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95% Of Advisors Say Their Richest Clients Are Perfectly Satisfied, But The Clients Disagree
Bit of a perception gap here: Almost all advisors think their best clients are happy with the relationship, but the mood among their clients is not quite so rosy.
We've seen a lot of surveys talking about how about 35% of the investors out there are ready to change advisors. A new poll from the Institute for Private Investors -- which focuses on serving high-net-worth people -- confirms that insight.
But the IPI went a little further by asking the advisors. And found that while 65% of the clients are happy, 95% of the advisors think the clients are happy.
The biggest stumbling blocks seem to be the perception that advisors aren't doing everything they can to help their clients. These investors feel that their advisors don't spend enough time with them, don't take their risk profile into account, and don't explain their fees well enough.
What this sounds like is a call to revisit old documentation with your biggest accounts and maybe even your entire book. Re-explain your fee schedule -- maybe something has changed, or you have a better illustration for how to simplify the numbers.
Revisit the risk profile and goals conversation. While this is a lot of work, if 35% to 40% of your top clients think you don't understand them, then maybe these questionnaires need to be filled out again to ensure that everyone knows that everyone is at the same table.
And if this is the millionaire clients, imagine how the mass affluent types -- who may not have gotten the VIP treatment at every firm out there -- are feeling about their relationships.
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.
