August 16, 2023
6 Questions for Financial Advisors to Ask Clients to Build Trust and Loyalty
A Morningstar survey of clients who had recently fired their financial advisors found that 32% cited the quality of financial advice or services, and 21% said it was due to the quality of their relationship with their advisor. Another study on the topic revealed that 72% of clients cited lack of communication as a major […]
August 13, 2020
What’s Changed for Financial Advisors amid the Covid 19 Crisis?
As markets reel in response to the recent pandemic, the financial advisory industry faces a host of uncertainties. Clients are seeking advice and reassurance, while advisors have their own worries and investment challenges. As well as finding new ways to deal with clients, advisors have had to navigate administrative issues and furlough or even make […]
May 16, 2020
5 Challenges Facing Financial Advisors
It’s difficult enough keeping clients invested throughout routine market downturns. At the moment, however, we’re experiencing exceptional levels of market decline - creating unprecedented panic and fear among investors. As a financial advisor, you must focus on allaying your clients’ concerns. You also need to find ways to continue growing the business; that’s not an […]
November 17, 2019
Quickly find out good performers vs. bad
Resource to quickly visualize how companies are doing against each other and industries.