Understanding What Investors Value from Financial Advisors

Personalized investment advice can help set advisors apart.  

What do investors want from their financial advisor? Discovering investor values and demonstrating that value is critical to a financial advisor's success. Unfortunately, investor preferences can be hard to nail down.

In our latest research, we identify what motivates investors by using different measurement strategies to discern what they value in an advisor. We shed light on the complex nature of these preferences and how financial advisors can meet investors' expectations.

Download our report to incorporate key insights into your practice.