Marcus Roth and John Capuano explore how survey respondents perceive the role of a full-service advisory firm, and the results may surprise you. Many pre-retirees and retirees still don’t fully recognize the value of having a single, comprehensive financial team guiding their retirement strategy. And among ultra-high-net-worth individuals, belief in the necessity of a full-service firm is even lower. For advisors, this insight underscores the importance of adjusting your messaging to meet clients where they are—educating them not just on products or returns, but on the benefits of an integrated, all-in-one financial relationship.
Was this article helpful? Should we publish more like this?
YesNo
