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New Schwab Study Shows Why Clients Have Been Moving
Clients weren't getting what they wanted, and they want to address more than the portfolio.
Charles Schwab recently released its 2012 survey Independent Advisor Outlook/High Net Worth Investors Study. Among the data was an update on why people have been changing advisors and how they found their new advisor.
Referrals continue to be the single most important way clients connected with their new advisors, accounting for over half of the clients who moved.
When it came to the reasons people moved, 66% said they didn't get the kind of attention or service they wanted from their prior advisor and 51% indicated that they wanted someone to take a more holistic approach to their finances and investments. This reinforces other studies that have shown that conversations beyond the portfolio drive client engagement. We would expect this to be especially true in difficult investment markets, but this study was completed on February 3, 2012 – a time when the market was particularly strong.
It also indicates the importance of getting systematic client feedback. While two thirds of the clients who moved indicated they were not getting what they wanted from their prior advisor, I do not believe it can fully be explained simply by poor service. Rather, I suspect the service they received was not what they had hoped for or expected as opposed to inadequate for infrequent. Given that this is by far the most common reason for people to move, compounded by the fact that we are in a volatile or declining market, it makes more sense than ever to make sure that part of your service model includes client surveys or an advisory board.
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.
