What do clients want from you today? We teamed up with the MIT AgeLab to find out.
A key takeaway: To build trust and client satisfaction, be ready to discuss your clients’ overall needs – from housing to caregiving, job transitions to well-being. Talk to them about what they are most excited―and concerned―about today. Because your clients want someone who can help them navigate uncertainties and move their financial futures forward.
Our research* with the MIT AgeLab shows clients who are highly satisfied have broader conversations with their financial professional.