What Clients Want from Their Financial Advisor

In the financial consultant profession, the relationship with customers is fundamental. 

This figure, in fact, bases its activity on relationships with those who are the users of the service they offer, and who use their services.

But what do clients want from financial advisors? 

An interesting study carried out by the multinational Accenture, in its report, highlighted which are the most important aspects on which users focus, and on which consultants themselves should also focus in order to direct their work in the best way.

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What are the focal points of improving the financial advisor profession? 

From what emerges in the study, 55% of respondents consider the advice currently received by their consultant to be "too general".

A fact that makes us understand how customization and the ability to choose make a wide range of products are some of the most important aspects that professionals can offer their customers today. 

It is also for this reason that 34% of the sample said that a hyper-personalized experience could increase the level of trust in their advisor.

The analysis also shows that younger people consider it important to align the consultant with their values ​​or political ideas, an aspect considered relevant by 71% of the interviewees. 

To this is linked, almost automatically, the theme of sustainability, undoubtedly one of the most important to know in order to connect with the youngest. 

In this regard, it seems that those belonging to generations X, Y and Z have asked for information on ESG issues with double the incidence of baby boomers. 

You can manage your finances, create a custom comprehensive budget, track your investments and plan for retirement - all in one place.