ON-DEMAND WEBINAR

Top Ten Drivers of a Successful Advisor-Investor Relationship

Satisfied clients are key to the growth and longevity of a financial professional's practice. The Fidelity Investor Insights Study is conducted with close to 2,000 investors across demographic and economic segments to understand the needs and wants of U.S. investors.

Hear from Melissa Henderson, Thought Leadership Director at Fidelity Investments, and Bill Spera, Market Research & Insights Director at Fidelity Investments discuss the key drivers of satisfaction: what drives investors to consolidate assets with their advisor, to recommend their advisor, and to be more willing to stay with their advisor.

Presenters

Melissa Henderson

Director of Thought Leadership

Fidelity Investments

Bill Spera

Director of Market Research & Insights

Fidelity Investments

Joe Buhrmann

Senior Financial Planning Practice Management Consultant

eMoney