Slideshow Profile of the modern adviser

Post on August 03, 2016


Corporate Insight and Intuition conducted a study to gain insight on financial advisers: How they work, how they communicate and what types of business partners they prefer.

As one example, under the category of what their favorite fund issuers do well, responses such as “well-designed, content-rich websites,” and “help solve problems,” were on the bottom half of the list. An answer that ranked much higher, at second place, was a very traditional sounding “good customer service.” Topping that list was an unsurprising “relevant fund information.”

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