Exceptional Advisors Understand Investment Client Needs
Exceptional advisors bring advanced and sophisticated capabilities to their practice, and they also know how to demonstrate their value to their clients.
In developing our Exceptional Advisor initiative, Investments & Wealth Institute draws from client research fielded by AbsoluteEngagement and sponsored by Capital Group. The survey gathered input from 585 high-net-worth U.S. investors with investable assets of at least $500,000. These mass-affluent investors work with a financial advisor and contribute to financial decision-making in the household to help determine how advanced, voluntary designations or credentials support meaningful differentiation among advisors.Read the Report
The Investments & Wealth Institute regularly partners with outside organizations to conduct research on different topics impacting advisors and their clients. Understanding the results of this research will help you to understand what clients value and how to best market yourself.See All Research