Investor Satisfaction with Full-Service Financial Advisors Crumbles as Markets Fall

Tom Rieman, head of wealth solutions at J.D. Power, discusses the key findings from the J.D. Power 2023 U.S. Full-Service Investor Satisfaction Study. Two spoilers:  Just a small fraction of advisors are currently offering comprehensive advice and just more than half of full-service wealth clients have financial plans.

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Produced by the Investments & Wealth Institute, the goal of the Exceptional Advisor podcast series is to help financial professionals better serve their clients, differentiate themselves from the competition, and improve their ability to communicate the competencies that make them exceptional.