Investment decisions immediately followed retirement in the ranking, as Affluent
investors rated financial professionals or advisors as their most trusted source
for financial advice. Among High Earners and High-Net-Worth individuals, this
percentage also increased.
When it comes to saving money, financial professionals or advisors were also listed as
the most trusted source for Affluent investors, Higher Earners, and High-Net-Worth
individuals.
The key takeaway for financial professionals: Your clients are counting on you more
than anyone else to help them reach their financial goals.
Financial advisors
are trusted 3x more
than online brokerage tools by
Affluent investors.
Strategy to Consider
How are you reinforcing that clients can trust you more than other sources of financial
information? Are you sharing your latest certifications and integrating the best
technology to serve their needs and letting them know?
Opportunity: Consider how a new potential client would determine if they can trust
you as their financial professional. List the seven reasons that make you trustworthy
to a new introduction who is not familiar with you. Integrate these into your marketing
materials and informational resources to share why you're the right advisor for a new
client's needs.
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