Financial Advisor Client Service Strategies:
The Four Keys to Delivering High-Quality Client Service

Recently Released!!!
Date Published: June 16, 2015
Summary PPT Deck: 61 Slides
Reference PPT Deck: 66 Slides

The purpose of this research is to provide readers with an initial understanding of financial advisor client service strategies issues, which are increasingly important in the post financial crisis low returns environment.

This research addresses the three historical phases of financial advisor client service strategies, including: 
  • Early Phase
  • Haphazard Phase
  • Maturation Phase

    This research defines four financial advisor client service factors:

  • Proactive Communications
  • Responsiveness
  • Financial Advice, Results, & Economic Value
  • Specialized Knowledge

And this research makes future predictions for financial advisor client service strategies, including:

  • Increased Demand for Proactive Communications
  • Increased Demand for Responsiveness
  • Increased Demand for Specialized Knowledge


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