2014 U.S. Financial Advisor Satisfaction Study

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The Challenge

With most financial advisors taking more than half of their client base with them when they leave their firm, wealth management firms often view their advisors as clients, more so than they do the end consumer. Understanding why advisors are satisfied or dissatisfied with their experience at your firm, and understanding what your competitors are doing to satisfy their advisors is critical to the ability to increase satisfaction and decrease advisor attrition.

The Solution

The J.D. Power 2014 U.S. Financial Advisor Satisfaction StudySM helps wealth management firms understand how effectively they are servicing their affiliated financial advisors, whether the advisors are independent or employees of the broker-dealer. The study identifies your firm’s strengths and weaknesses relative to key competitors, as well as opportunities for immediate and long-term improvement. It also provides insight on how your investment firm may improve advisor satisfaction, as well as loyalty and retention.

A study subscription will provide access to the tools needed to gain a comprehensive, in-depth understanding of how your firm is performing and identify areas needing improvement.

Study deliverables include:

  • An analyst briefing that provides insights into key industry trends and study findings, allowing your firm to maximize performance throughout the financial advisor experience
  • Access to a personalized competitive data set, allowing you to see how your firm stacks up against competitors, the industry, and the highest performers
  • A detailed performance analysis that displays key performance metrics and frequencies
  • An executive presentation that provides a summary of your firm’s results against those of key competitors and advisement on areas needing improvement

The Benefits

Investment firms that subscribe to the study will be better able to understand their competitive position at a detailed level, allowing them to pinpoint critical areas for improvement and make prudent investments in the service attributes that matter most to advisors.