Changes that were already underway in the advisory business are accelerating amidst the backdrop of the COVID-19 pandemic. At the same time, the makeup of the advisor population is changing as more advisors approach retirement and firms work to attract younger advisors.
The Next Gen Advisor provides insight into the shifting role of financial advisors and identifies opportunities for firms to adjust service models to better meet the needs of younger advisors and their clients. For asset managers, this new report offers a better understanding of changing advisor business practices so firms can stay relevant and strengthen advisor relationships. For advisory firms, the report provides key insights for successful employee retention and recruitment efforts.
The report will enable subscribers to:
Anticipate Advisor Needs
Adjust outreach strategies to meet advisor expectations
Optimize Service Models
Segment and target support strategies to boost advisor satisfaction and loyalty
Ensure Ongoing Relevancy
Maintain mindshare and growth trajectory for years to come
Adjusting to a Volatile Market Environment
Generational Similarities and Differences in Needs
Publication Date: September 2020