Inflation, debt ceiling, bank failures. Financial advisors and the industry often want to talk about technicals and the crisis du jour, but is this what most clients want to discuss? What are investors most concerned about right now? Are their needs being met and how can we change this?
Guest Julie Littlechild, CEO of Absolute Engagement, will share takeaways from her recent research that addresses the disconnect between the industry and end users. We discuss how we can use these findings to help investors articulate their concerns and guide their financial advisors to shift the way they deliver advice. We’ll also address client confidence, challenges couples face, and the role an advisor can play. If you are considering hiring an advisor or want to engage on a deeper level with the right one, take a listen.
