May 4
BrokerHunter Weekly Update 5/4/2021
May 4th, 2021
Top 3 Qualities Clients Want in Their Advisor: Cerulli - By Bernice Napach
What do potential clients value most when looking to hire a financial advisor?
Cerulli Associates, in conjunction with Phoenix Marketing International, surveyed more than 11,000 households with investable assets ranging from $100,000 to more than $5 million throughout 2020, and found, for clients at most asset levels, that more than half the respondents rated transparency in interactions and time to understand their needs, goals and risk tolerance the most important factors when choosing an advisor.
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