Investor communication with advisors still has room for improvement

#1. Enhancing Financial Advisor Relationships

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#2. Demand for Personalized Advice

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#3. While investments hold significance, the survey underscores that clients prioritize specific life goals over a singular focus on financial instruments.

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#4. Survey results reveal that two-thirds of investors consider staying with their advisors contingent on a deep understanding of their personal situations and preferences.

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#5. Changing Dynamics of In-Person Meetings

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#6. Preferences for communication vary, with 28% favoring email, 18% preferring phone calls, and 10% opting for video calls. In total, 56% of clients desire diverse ways to interact with their advisors.

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