Practice Management
What Clients’ Want from Their Advisor: A Case Study with Broadridge
Kevin Mulhern moderated a thought-provoking discussion at the Social Audio Experiment Stage with Joy Lere, Greg Bartalos, and Jason Pereira. They delved into a recent study conducted by Broadridge in collaboration with Dow Jones, offering insights into client expectations. The conversation revealed some common misconceptions advisors hold. Central to the discussion was the challenge advisors face in balancing relationships with seasoned clients while adapting to the evolving needs of the younger generation of investors. The findings emphasize the dynamic nature of client-advisor relationships and the importance of staying attuned to shifting client desires.
Discussion