“BRIDGING THE CONFIDENCE GAP”

Helping advisors align the head and the heart of investing

How do advisors balance both the rational (“head”) and the emotional (“heart”) needs of clients to build long-term relationships, especially with a younger generation?

Are advisors confident in their current content and communications, and are they ready to have “heart”-heavy conversations?

We interviewed 150 advisors from the largest U.S. metro areas and compiled our findings in a new research report.

Download the white paper and then we’ll schedule time to share our full research and insights with you.

Download the white paper!

More about the research

You might be surprised to learn that our findings indicate that financial professionals feel a major confidence gap in their current client-facing content and communications.

In fact, 57% of respondents do not feel confident in their current content’s ability to help them build deeper relationships with clients. So how can marketers help bridge that gap?

Our research report covers topics such as:

Investor needs by age group
How purpose and impact drive clients
How advisors balance head and heart
Major confidence gaps for advisors
Advisor’s content-related challenges
Ways to help advisors succeed

Once you’ve read the white paper let’s schedule time to walk you through the the full research and share ideas for how your business can provide advisors with the content they need to compete and grow their business in a rapidly changing market.