Advisor Case Study: Positioning for Tomorrow's Client Landscape

Financial services client satisfaction is at an all time low1, leaving 40 percent of clients of advisory services open to changing financial advisors2.

If you aren’t providing value beyond a doubt and an experience that wows your clients, they will simply leave. Advisors are under growing pressure to adapt to a myriad of regulatory, compliance, and technology-driven changes in addition to their ongoing responsibilities of managing investments, growing client relationships, and marketing their businesses. Read more about how advisor Debbie Taylor of Taylor Financial Group improved her client experience while also positioning her firm for growth, efficiency and greater profitability.

1Intent Lab, Digital Satisfaction Index Q3 Report (2016) 22015 Credit Suisse Global Wealth Survey