Fostering Trust to Strengthen Wealth Management Client Relationships

Trust is at the core of the financial advisor-client relationship, but the realities of a turbulent and unpredictable economy are wreaking havoc on even those who once felt ironclad. A quarter of high-net-worth clients feels their financial providers don’t do enough to support their financial needs.¹ And more than 40% of investors are looking to change or broaden their pools of wealth management providers.²

Fortifying your phone-based communications can demonstrate a heightened commitment to meeting clients’ needs — ultimately strengthening trust and building loyalty. Download this insight guide to learn more about:
 

• How enriched phone communications can build trust and reinforce relationships
• Business implications of bad call experiences
• Steps you can take to make every client touchpoint count

¹“What Consumers Really Want from their Financial Providers: A 2023 Roadmap” (mx.com), accessed April 20, 2024
² “As the high-net-worth seek out new wealth managers, how do you retain clients and capture money-in-motion? (pwc.com), accessed April 20, 2024