Many advisers evoke the idea of “passion for work” as an anchor for their brand. But as the industry continues to be more competitive, is an idea enough?
The J.D. Power 2015 U.S. Financial Advisor Satisfaction Study notes a drop in loyalty among financial advisers toward their investment firm employers and partners.
In a conversation with PLANADVISER, Lisa Weil of ProcessUnity shares insights gained from experience launching earlier digital tools for qualified retirement plan sponsors.
A poll of investment managers suggests “expertise,” “investment returns,” “thought leadership,” and “clearly articulated firm positioning” are each critical to a strong investment advisory brand.