Sean Walters, CAE^®

On-Demand Session #1: 2021 HNW Investor Research – Advanced Financial Planning Opportunities

Released in September 2021, new client research from the Investments & Wealth Institute and AbsoluteEngagement.com highlights on-going investor data gathered over several years about which client services separate Exceptional Advisors from all advisors. The 2021 data shows that in many ways, the fundamentals of an exceptional client experience have not changed. However, the 2021 study is a reminder that exceptional advisors must respond to the changing needs, priorities and values of their clients and that those very things can shift during periods of extreme uncertainty such as the global pandemic.

This presentation will explore two primary research outcomes:

The HNW Client Experience

• How has the pandemic changed how clients want to be served by their advisor and what are the planning implications for how clients think about their financial future?
• Discuss the characteristics that drive a high level of client service, leading to greater loyalty, satisfaction and willingness to refer.

The Private Wealth Advisor – knowledge, skills, ethics and advanced capabilities

• Which financial planning, investment management, retirement and wealth planning capabilities are most important to HNW clients?
• Which advanced technical planning services are in demand and why?