Trend #2: Advisors are Struggling to Service More Clients Profitably

Are you growing profitably? A differentiated service model is more important than ever as growing client demand puts pressure on advisors.

Are you growing profitably? A differentiated service model is more important than ever as growing client demand puts pressure on advisors.

Advisors are juggling a higher volume of clients and accounts than ever before, at the same time investors are demanding more attention from their advisors. Recent studies indicate advisors are struggling to grow profitably, saddled with 51% of accounts being money-losing.*

Download Trend #2 of our "Advisor Evolution or Extinction: 4 Major Post-Pandemic Trends" series to explore how 85% of investors now favor digital or virtual engagement with their advisors over in-person meetings* and understand why the traditional, one-size-fits-all service model is no longer an option. Advisors are finding ways to work with smaller accounts by creating servicing models that scale with investors’ portfolios.

--

*Source: Fidelity Investments, “Four Steps to Successful Client Segmentation.” 2021.

--

Explore 4 major trends top advisory firms are racing to address and the risks of being left behind in the post-pandemic era:

Download trend #2 of our "Advisor Evolution or Extinction: 4 Major Post-Pandemic Trends" series.

Hello!

We're eVestech. We're the virtual hub for financial advisors. Let's Talk!

Legal
Privacy Policy
Terms of Service
Data Processing Agreement

CRD# 301432

By using this website, you understand the information being presented is provided for informational purposes only and agree to our Terms of Service, Data Processing Agreement, and Privacy Policy.

eCIO, Inc (“eCIO”) is a registered investment adviser located in Madison, Wisconsin. eCIO may only transact business in those states in which it is registered, or qualifies for an exemption or exclusion from registration requirements. eCIO’s web site is limited to the dissemination of general information pertaining to its advisory services, together with access to additional investment-related information, publications, and links. Accordingly, the publication of eCIO’s web site on the Internet should not be construed by any consumer and/or prospective client as eCIO’s solicitation to effect, or attempt to effect transactions in securities, or the rendering of personalized investment advice for compensation, over the Internet. Any subsequent, direct communication by eCIO with a prospective client shall be conducted by a representative that is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides. For information pertaining to the registration status of eCIO, please contact the state securities regulators for those states in which eCIO maintains a registration filing. A copy of eCIO’s current written disclosure statement discussing eCIO’s business operations, services, and fees is available at the SEC’s investment adviser public information website – www.adviserinfo.sec.gov or from eCIO upon written request. eCIO does not make any representations or warranties as to the accuracy, timeliness, suitability, completeness, or relevance of any information prepared by any unaffiliated third party, whether linked to eCIO’s web site or incorporated herein, and takes no responsibility therefor. All such information is provided solely for convenience purposes only and all users thereof should be guided accordingly.

This website and information are provided for guidance and information purposes only. Investments involve risk and unless otherwise stated, are not guaranteed. Be sure to first consult with a qualified financial adviser and/or tax professional before implementing any strategy. This website and information are not intended to provide investment, tax, or legal advice.