Cross-border clients likely will require portfolio changes
For clients, information on their investments is now just a click away. Advisors can help minimize their overreaction to market movements.
Getting a contact name early can help advisors manage issues before they arise
Tips on how to avoid claims, and what to do when claims arise
Long-term investment portfolio values and retirement goals can suffer when your clients follow market irrationality
This is the first decline in customer satisfaction since 2008, J.D. Powers reports
Clients often feel unimportant because of advisors' failure to manage the experience
Advisors could use technology to make necessary processes less cumbersome and more understandable for clients
A connection between advisors and their clients through clear communication will ensure advisors survive and succeed
Advisors should ensure they communicate consistently with their clients while clients need to keep their expectations in check