5 action steps for building client relationships

February 5, 2018


We partnered with Spectrem Group, an industry leader in primary investor research, to gain insight into the advisor-client relationship, learn about investors' financial behaviors, and understand what differentiates the investing behavior of wealthy women.

"Our research reveals the investors who are likely to recommend their advisors to others, the expectations they have in terms of services provided, and how they feel about the fees they pay for services rendered," said Spectrem President George H. Walper, Jr. "Investors shared the trust level they have with their advisors, what characteristics foster trust, and what performance issues would cause them to consider changing advisors. This information provides direction for advisors to better serve and relate to their clients."

Here are five key findings of the research, along with action steps advisors can take when communicating with clients.

For additional research on the importance of client trust, read our Advised investor insights™ research.

More investment research from Spectrem:

Additional materials


  • All investing is subject to risk, including the possible loss of the money you invest.


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