In a recent study, the Bento Research team surveyed older, wealthy American investors about their experiences receiving advice from financial professionals around key age milestones, including Catch-Up Contributions at age 50, Social Security Benefits at age 62, and Qualified Charitable Distributions at age 70.5.
Results indicate that clients do in fact value comprehensive advice, and are more likely to remain loyal to advisors who provide it. But more surprisingly, a large number of clients report not receiving fundamental guidance – proactively or at all – around key financial milestones.
In this insightful white paper, you’ll learn:
- How to turn 15 age-based milestones into engagement opportunities
- Why offering proactive advice is valuable for both clients and their advisors
- The reasons such a large advice gap exists in our country – and how to fix it
Improve client relationships, prospecting efforts and firm growth by proactively Leading with Advice in Moments That Matter.
Download the whitepaper now to learn more.