Independent advisers’ plans for growth
Ways to provide more personalization
Advisers cited the following approaches to provide more personalization for their clients:
New ways of building and maintaining relationships with clients: 59%
Better tools or approaches to assess clients' needs and values: 56%
Educating the whole family on investing: 51%
New reporting approaches that encompass a broader range of goals: 43%
Soft skills training: 34%
Deeper expertise in ESG investing: 30%
Additional staff with different skill sets, such as life coaches or psychologists: 19%