---
title: Investor Satisfaction with Full-Service Financial Advisors Crumbles as Markets Fall
description: Tom Rieman, head of wealth solutions at J.D. Power, discusses the key findings from the J.D. Power 2023 U.S. Full-Service Investor Satisfaction Study.
image: https://content.investmentsandwealth.org/hubfs/investor-satisfaction-pod-thb.jpg
---

[Skip to content](https://content.investmentsandwealth.org/podcast/investor-satisfaction-with-full-service-financial-advisors-crumbles-as-markets-fall#main-content)

[![Investments & Wealth Institute ](https://content.investmentsandwealth.org/hubfs/content-hub/iwi_logo_w294_h46.svg "Investments & Wealth Institute ")](https://investmentsandwealth.org/)

 Explore

- [All Content](https://4812204.hs-sites.com/content-hub)
- [Video](https://4812204.hs-sites.com/content-hub?type=Video)
- [eBook](https://4812204.hs-sites.com/content-hub?type=eBook)
- [Case Study](https://4812204.hs-sites.com/content-hub?type=Case+Study)
- [Blog](https://4812204.hs-sites.com/content-hub?type=Blog)
- [Podcasts](https://4812204.hs-sites.com/content-hub?type=podcast)
- [Webinars](https://4812204.hs-sites.com/content-hub?type=webinar)

- [Find An Advisor](https://www.investmenthelp.org/)
- [Contact](https://investmentsandwealth.org/contact-us)
- [My Dashboard](https://portal.investmentsandwealth.org/s/login/?startURL=%2Fs%2Fhome-page)

- Certifications 
    - [CIMA](https://investmentsandwealth.org/certifications/cima-certification)
    - [CPWA](https://investmentsandwealth.org/certifications/cpwa-certification)
    - [RMA](https://investmentsandwealth.org/certifications/rma-certification)
    - [Help Me Choose](https://investmentsandwealth.org/certifications/compare-iwi-certifications)
- [Online Education](https://investmentsandwealth.org/online-learning-financial-advisor-ce)
- [Conferences & Events](https://investmentsandwealth.org/financial-advisor-conferences-events) 
    - [Experience 2026](https://experience.investmentsandwealth.org)
- [Membership](https://investmentsandwealth.org/membership)
- [Publications & Resources](https://content.investmentsandwealth.org/)
- [Partner Solutions](https://investmentsandwealth.org/partner-and-sponsor)
- [About](https://investmentsandwealth.org/about/mission-purpose-value)

 Podcast

# Investor Satisfaction with Full-Service Financial Advisors Crumbles as Markets Fall

 April 19, 2023 Admin

Tom Rieman, head of wealth solutions at J.D. Power, discusses the key findings from the J.D. Power 2023 U.S. Full-Service Investor Satisfaction Study.

Two spoilers: Just a small fraction of advisors are currently offering comprehensive advice and just more than half of full-service wealth clients have financial plans.

Also Available On:

[YouTube →](https://youtu.be/pRKCAycB0TI?si=xuVZHufWaav8nih5)

[Apple Podcasts →](https://podcasts.apple.com/us/podcast/investor-satisfaction-with-full-service-financial/id1436637266?i=1000609714963)

 

[Advisor Community](https://content.investmentsandwealth.org/?topic=Advisor+Community)

Share: <https://twitter.com/intent/tweet?url=https%3A%2F%2Fcontent.investmentsandwealth.org%2Fpodcast%2Finvestor-satisfaction-with-full-service-financial-advisors-crumbles-as-markets-fall&text=Investor+Satisfaction+with+Full-Service+Financial+Advisors+Crumbles+as+Markets+Fall> <https://www.linkedin.com/sharing/share-offsite/?url=https%3A%2F%2Fcontent.investmentsandwealth.org%2Fpodcast%2Finvestor-satisfaction-with-full-service-financial-advisors-crumbles-as-markets-fall> [mailto:?subject=Investor+Satisfaction+with+Full-Service+Financial+Advisors+Crumbles+as+Markets+Fall&body=https%3A%2F%2Fcontent.investmentsandwealth.org%2Fpodcast%2Finvestor-satisfaction-with-full-service-financial-advisors-crumbles-as-markets-fall](mailto:?subject=Investor+Satisfaction+with+Full-Service+Financial+Advisors+Crumbles+as+Markets+Fall&body=https%3A%2F%2Fcontent.investmentsandwealth.org%2Fpodcast%2Finvestor-satisfaction-with-full-service-financial-advisors-crumbles-as-markets-fall)

Subscribe to the Institute Insider

Get the latest publications, podcast episodes, and resources in our biweekly editorial newsletter.

## About The Exceptional Advisor

*The Exceptional Advisor* is a monthly podcast from the Investments & Wealth Institute focused on the issues shaping the advisory profession. Host Sean Walters sits down with leading thinkers to unpack markets, policy, technology, and client behavior, translating what matters into insights advisors can use right away.

## More Podcasts

### [![Two Credentialing CEOs on the Future of Advice](https://content.investmentsandwealth.org/hubfs/IWI-ExceptionalAdvisor-HostandGuest-1920x1080-Episode-7.png) Two Credentialing CEOs on the Future of Advice July 14, 2026](https://content.investmentsandwealth.org/podcast/future-of-financial-advice-the-exceptional-advisor-podcast)

### [![AI and the Meaning of Money with Mark Casady](https://content.investmentsandwealth.org/hubfs/IWI-ExceptionalAdvisor-HostandGuest-1920x1080-Episode-6.png) AI and the Meaning of Money with Mark Casady June 09, 2026](https://content.investmentsandwealth.org/podcast/ai-and-the-meaning-of-money-with-mark-casady)

### [![The Future of Advice with Michael Kitces](https://content.investmentsandwealth.org/hubfs/IWI-ExceptionalAdvisor-HostandGuest-1920x1080-Episode-5.jpg) The Future of Advice with Michael Kitces May 08, 2026](https://content.investmentsandwealth.org/podcast/the-future-of-advice-with-michael-kitces)

[![white_logo_horizontal 1](https://content.investmentsandwealth.org/hubfs/Assets%20-%20LP/white_logo_horizontal%201.png)](https://content.investmentsandwealth.org/)

#### Get Certified

- [Compare Certifications](https://investmentsandwealth.org/certifications/compare-iwi-certifications)
- [CIMA Certification](https://investmentsandwealth.org/certifications/cima-certification)
- [CPWA Certification](https://investmentsandwealth.org/certifications/cpwa-certification)
- [RMA Certification](https://investmentsandwealth.org/certifications/rma-certification)

#### About us

- [About Us](https://investmentsandwealth.org/about)
- [Board of Directors](https://investmentsandwealth.org/about/governance)
- [Leadership Team](https://investmentsandwealth.org/about/leadership-team)
- [Newsroom](https://investmentsandwealth.org/advisor-publications/newsroom)
- [Careers](https://investmentsandwealth.org/institute-careers)
- [Privacy Policy](https://investmentsandwealth.org/privacy-policy)

#### Support

- [Contact Us](https://investmentsandwealth.org/contact-us)
- [File a Complaint](https://investmentsandwealth.org/about/governance/report-or-file-a-complaint)

 © Copyright 2026 by Investments & Wealth Institute

<https://www.youtube.com/c/InvestmentsWealthInstitute> <https://www.linkedin.com/company/investmentsandwealthinstitute/> <https://x.com/iw_inst> <https://www.facebook.com/investmentsandwealthinstitute/>

```json
{
  "@context" : "https://schema.org",
  "@type" : "BlogPosting",
  "author" : {
    "@type" : "Person",
    "name" : "Admin",
    "url" : "https://content.investmentsandwealth.org/podcast/author/admin"
  },
  "dateModified" : "2026-03-09T17:58:22.422Z",
  "datePublished" : "2023-04-19T18:00:00.000Z",
  "headline" : "Investor Satisfaction with Full-Service Financial Advisors Crumbles as Markets Fall",
  "image" : [ "https://content.investmentsandwealth.org/hubfs/investor-satisfaction-pod-thb.jpg" ],
  "mainEntityOfPage" : {
    "@id" : "https://content.investmentsandwealth.org/podcast/investor-satisfaction-with-full-service-financial-advisors-crumbles-as-markets-fall",
    "@type" : "WebPage"
  },
  "publisher" : {
    "@type" : "Organization",
    "logo" : {
      "@type" : "ImageObject",
      "url" : "https://content.investmentsandwealth.org/hubfs/IWI%20Logos/IWI%20Logo%20Horizontal/180227_4C_LOGO_Horizontal.png"
    },
    "name" : "Investments & Wealth Institute"
  }
}
```