Advisor Sentiments: Client Account Statements
A recent survey of 110 advisors revealed their candid thoughts about the account statements that are sent to their clients. Among the thoughts shared by our respondents:
Use of Statements: Advisors discussed what uses are made of their clients’ statements, if any.
Most Valued Content: The statement data of most value to clients, from the advisor’s perspective.
Advisor Wish List and Pain Points: In their own words, advisors described what enhancements they wish to see added to client account statements and elements they would like to see modified or removed entirely.
Thoughts about Paperless Delivery: Advisors revealed their thoughts on promoting paperless delivery to their clients, as well as the most effective promotional tactics.
A recent survey of 110 advisors revealed their candid thoughts about the account statements that are sent to their clients. Among the thoughts shared by our respondents:
Use of Statements: Advisors discussed what uses are made of their clients’ statements, if any.
Most Valued Content: The statement data of most value to clients, from the advisor’s perspective.
Advisor Wish List and Pain Points: In their own words, advisors described what enhancements they wish to see added to client account statements and elements they would like to see modified or removed entirely.
Thoughts about Paperless Delivery: Advisors revealed their thoughts on promoting paperless delivery to their clients, as well as the most effective promotional tactics.
A recent survey of 110 advisors revealed their candid thoughts about the account statements that are sent to their clients. Among the thoughts shared by our respondents:
Use of Statements: Advisors discussed what uses are made of their clients’ statements, if any.
Most Valued Content: The statement data of most value to clients, from the advisor’s perspective.
Advisor Wish List and Pain Points: In their own words, advisors described what enhancements they wish to see added to client account statements and elements they would like to see modified or removed entirely.
Thoughts about Paperless Delivery: Advisors revealed their thoughts on promoting paperless delivery to their clients, as well as the most effective promotional tactics.
