Cogent Syndicated
The wealth management marketplace is competitive. Advisors are competing with peers as well as new technologies for client dollars. As fintech solutions begin to offer more and more features to investors, simply meeting investment needs may not be enough for advisors to secure client relationships. What can advisors do retain clients?

What's in the white paper?

In this white paper, we share how advisors can developing effective communications to retain affluent investor clients. You'll learn:

  • About the advisor-investor relationship
  • The number one thing (some) investors want from advisors
  • When, how and what clients want to hear from their advisor
  • Investor communication profiles by generation