Tuesday, September 8, 2020

Investments and Wealth Institute Releases 2020 Investor Report

Professional Executive business team brainstorming on meeting to planning investment project working and strategy of business making conversation with partner and consultation of collaboration

The Principal at Royal Palms Capital, LLC, Kristin Hetzer possesses expertise in investment management and security analysis. Kristin Hetzer has been a member of the Investment & Wealth Institute since 2000.

The Investments & Wealth Institute is an association of financial advisors and wealth managers committed to excellence and ethics. The organization, in partnership with the Toews Corporation, commissioned Absolute Engagement, a company that uses client feedback to design a client experience, in March 2020 to conduct an investor research study on the perceptions of their advisors and the steps they can take to keep their clients’ business.

The study revealed that although 90 percent of the respondents remain satisfied and positive that their advisors will help them earn high returns on investments, 44 percent have evaluated their advisors’ standing and contemplated turning to other advisors. This was a significant increase from the 2019 data, in which only 21 percent had considered changing advisors.

To resolve the confidence and satisfaction challenges that are affecting clients, the organization recommended using strategies based on its Exceptional Advisor Model, which combines advanced capabilities, personalized approach, exceptional service, expertise, meaningful guidance, and ethics. Doing so will enable advisors to find new opportunities to create more value for their clients and cement their advisor-client relationships.