Advisors Think They Are Good Communicators. A Study Shows Clients Feel Differently.

RIA Intel recently spoke to MQRE President Carol Anderson about the results and differences between her 2006 and 2021 studies.
“There’s this disconnect in how the planners evaluate how they’re connecting with their clients, and how the clients view that connection, that’s important. It affects the working relationship, the level of trust and commitment that the client has in their planner.”
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