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 more

Investor preferences, needs, and demographics are rapidly evolving.

Cultivating a deeper understanding of who you serve today and who you want to serve tomorrow can help your practice remain relevant in a changing environment.

Understanding Differences in Investors Infographic Series

Learnings to help you meet the needs of different groups of investors.

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

 
 

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