Over three quarters of advisors say their top concern is managing client expectations and fears.* Hardly a surprise when uncertainty often leads clients to make decisions based on emotions rather than reason. How can you decrease clients’ stress and manage client expectations more effectively?
Apply a New Lens to Focus on Consistency
This featured course addresses the complete picture you need to help manage client expectations more effectively and differentiate the value you add. It is divided into two sections: Investing 360° and Engagement 360°. Through the combination of historically consistent investment performance and consistent client behavior, you can help clients achieve better retirement outcomes.
*Voya Investment Management, March 2015 survey of retirement advisors by GDC Research and Practical Perspectives