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What drives a successful advisor-investor relationship?
To understand this question, we studied three facets of growth and satisfaction in the relationship in our annual Fidelity Investor Insights Study and we identified ten macro factors for a successful advisor-investor relationship.
What drives a successful advisor-investor relationship?
To understand this question, we studied three facets of growth and satisfaction in the relationship in our annual Fidelity Investor Insights Study and we identified ten macro factors for a successful advisor-investor relationship.
About the Fidelity Investor Insights Study
The Fidelity Investor Insights Study is a quantitative, double-blind survey (Fidelity was not identified as the sponsor) among over 1,500 investors. The sample was provided by Brookmark, a third-party firm not affiliated with Fidelity. The survey runs annually, focusing on understanding affluent investors' attitudes, goals, behaviors, and preferences related to investing, wealth management, and advice. Respondents were from across affluence levels, from $50,000 to more than $10 million in total investable assets.
Acquisition
What drives an investor's willingness to consolidate assets with their advisor?
Retention
What impacts an investor's willingness to stay with their financial advisor?
Referral
What motivates an investor to recommend their advisor?
Drivers of a Successful Advisor-Investor Relationship
Perspectives on growth and satisfaction from the 2021 Fidelity Investor Insights Study
Learn moreInvestor preferences, needs, and demographics are rapidly evolving.
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Understanding Differences in Investors Infographic Series
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Investor Perspectives on Financial Planning
Financial planning can be a gateway to additional opportunities for advisors, but a high-quality experience is important for client satisfaction.
More Practice Management Insights
- The 2020 Fidelity Investor Insights Study was conducted during the period October 15 through October 24, 2020. It surveyed a total of 1,181 investors, including 560 millionaires. The study was conducted via a 25-minute online survey, with the sample provided by Brookmark, a third-party firm not affiliated with Fidelity. Respondents were screened for a minimum level of investable assets (excluding employer-sponsored retirement assets and primary residence), age, and income levels.