"What really matters to investors?"
We know what actually matters to clients – it isn't always what you think. We know this because we’ve done extensive research with investors, advisors, and the dealer firms they represent. We’ve had hundreds of conversations with investors about what they perceive as “fee-worthy” value. In addition, we regularly conduct broad-based industry research to ensure that our communications training programs always speak to what investors truly care about.
Investor insights from recent surveys
of investors believe they don’t pay any fees or are unsure if they do
of investors don’t understand the commissions and fees they pay
of high net worth investors fired an advisor because he/she "didn't understand my goals"
of mass affluent investors fired an advisor because he/she "didn't contact me often enough"
Advisors faces challenges talking to their clients
Be prepared with tools and training from CRM2 Navigator
Learn how to have comfortable, confident conversations with your clients about their fee and performance information. Discover how to identify and articulate your fee-worthy value. Get practice management insights on how to work with your clients, strengthen relationships and build your business.
47% believe they don’t pay any fees or are unsure if they do: Tangerine Investments, July 2016
75% don’t understand the commissions and fees they pay: J.D. Power 2015 Canadian Full Service Investor Satisfaction Study
64% of mass affluent investors fired an advisor because he/she "didn't contact me often enough": CRM2 Navigator 2016 focus group research with investors