The shape of the financial services landscape is currently being shifted by changing investor expectations and preferences. A recent CapIntel consumer survey sheds light on what investors value most when looking for and deciding to hire financial professionals. The findings are clear: trust is the top priority for 72% of investors, followed by investing experience (50%) and the ability to offer a holistic view of their financial picture (46%).
Key takeaways
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- Investors surveyed by CapIntel said they prioritize trust above all else, suggesting financial professionals should demonstrate clear communication, transparency, and a client-first approach.
- Clear, organized advice and regular updates are vital, yet a gap exists between investor expectations and delivered service.
- Investors demand tailored advice and prefer personalized proposals over standardized approaches, highlighting the need for adaptable strategies.
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