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Summary: As the average age of clients continues ticking upwards, firms across the financial advice industry are discussing attracting Gen X and Gen Y clients.But talk is all that many firms are doing. Recent data from TD Ameritrade reports only 23% of registered investment advisers have a strategy in place for younger clients.
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Summary: Client satisfaction with advisors at major firms is on the decline, according to the latest results on the sector from the American Customer Satisfaction Index.
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Summary: Starting a new relationship with a client is harder than it looks. Whether it’s a philosophical difference or managing expectations, it’s sometimes difficult to find the right fit. Here are six interactions advisers said they learned from when bringing on new clients.
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Summary: Recently, a new client of mine said, “Just like everyone else I want to differentiate my business through the customer experiences I provide, but quite frankly I’ve tried a lot of things and am not seeing any sustained improvement.”
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Summary: Julia Carlson never had much trouble attracting clients to the advisory firm she launched in 2009. But when she started growing by about $40 million a year, she began to recognize the firm's lack of business structure was a potential calamity in the making.
