Perspective

Improving the planning experience

Focusing on the fundamentals of client service.

Key Takeaways

Financial planning can be a gateway to additional opportunities for advisors, but a high-quality experience is important for client satisfaction.
Fidelity interviewed investors who work with financial planners to understand the drivers behind a satisfactory planning experience. We found that satisfaction was not based on gimmicks or tricks.
A satisfactory planning experience comes down to mastering the fundamentals of client service.

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Improving the Planning Experience

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