In our fifth edition of this important study, you’ll find:
There are many opportunities to broaden and strengthen relationships and to encourage acquisition.
Understand what investors are truly seeking from their advisors and advisory firms
Strengthen your bond with investors
Maximize referrals from friends and family
See to what extent to leverage social media
Compare client preferences and behaviors across top advisory/investment firms
Rebuilding Investor Trust is the result of a partnership between two industry experts with deep experience in financial services: Sullivan, a brand engagement firm, and Northstar Research Partners, a market research consultancy.
For a fee of $24,500 your firm will receive: