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.

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