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A Quarter Of All "Fiduciaries" Are Still Not Capitalizing On That Fact
By this point, fiduciary advisors know that their conflict-free code of ethics is a big differentiator in the eyes of prospects. But this only raises the question of what a "fiduciary" means these days.
The findings from Boston account aggregator ByAllAccounts reveal that 67% of advisors who describe themselves as fiduciaries do in fact capitalize on this fact at least some of the time.
But the matter of whether those advisors are true fiduciaries or simply flocking to the fiduciary banner was not clarified.
ByAllAccounts seems to have framed the topic in terms of monitoring client accounts in the aggregate -- "reporting and advising on all of a client's assets is one of the top three things two-thirds of advisors say is indicative of putting their clients' interests first."
According to that standard, 90% of all advisors the company talked to believe they are acting as a fiduciary. But in fact less than half of them engage in that sort of aggregate account monitoring.
A little over half say they provide conflict-free advice on retirement accounts, and that's how they earn the "fiduciary" label. And 72% create a financial plan for their clients.
Maybe the financial plan is the best indicator of fiduciary practice? But no -- according to the most recent court rulings, anyway. Remember, apparently advisors who prepare a financial plan for free are exempt from the fiduciary code, and thus are not fiduciaries.
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.
