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Correct answer:
49%
Approximately 50 percent of investor-advisor relationships begin with a referral from a friend or family member of the investor. Research by Spectrem Group shows that such referrals most often come from business associates or a personal friend more so than from a parent, but the fact is that those relationships begin because the investor knows someone who knows the advisor.
https://spectrem.com/Content/does-cold-calling-work.aspx
Correct answer:
Trust
A study found that wealth advisory clients say trust (47 percent) and investment track record (42 percent) are the main reasons they chose their advisor. Those areas were also the top reasons for feeling like their expectations were not met: Investment track record was the biggest reason for a letdown (22 percent), followed by trust (16 percent).
https://www.cnbc.com/2017/12/08/financial-advisors-fail-on-investment-performance-client-trust.html
Correct answer:
At least once a week
The 18- to 34-year-old set is not only better about tracking their spending and sticking to a budget than Baby Boomers, but more of them have increased their 401(k) contributions. Millennials are secure in their spending decisions. And are very confident in their ability to meet financial goals.
https://www.forbes.com/sites/maggiemcgrath/2015/06/22/millennials-the-money-conscious-generation/#874cf935dc3c
https://www.wsj.com/articles/where-millennials-go-for-financial-advice-1450062181
Correct answer:
High fees
A Morningstar study showed that lower-cost mutual funds consistently outperform their more expensive counterparts. At the same time, the growing popularity of lower-cost index funds and exchange-traded funds, coupled with the emergence of online robo-advisors, has pushed fees down across the board. In 2016, the average expense ratio across all funds was 0.57 percent, the lowest it’s ever been.
https://www.cnbc.com/2017/12/08/financial-advisors-fail-on-investment-performance-client-trust.html
Correct answer:
Productivity and enjoyment of working
One in five seniors who are still employed either full or part-time, 69 percent report that they are working for economic reasons, but productivity (76 percent) and enjoyment (70 percent) rank high in their list of reasons to stay in the workforce.
https://www.ncoa.org/wp-content/uploads/8-3-12-US-of-Aging-Survey-Fact-Sheet-National-FINAL.pdf
Correct answer:
Moderate risk
66% of clients seek an advisor who would take a moderate approach to invest. An advisor who can forecast well. Just like how moderate investors are interested in growing money without losing too much. The goal is to balance out opportunities and risks. Clients, therefore, understand to grow investments, you’ll need to tolerate the ups-and-downs of stock markets.
https://www.qualtrics.com/customer-experience/financial-advisor-report/#section1
Correct answer:
Spouse/Partner
Since relationships and emotions are frequent fares. The subject of how that debt could affect their plans as a couple and alter their financial objectives. Millennials are saving money for goals that are immediate and lifestyle-oriented, such as finding the money to travel. It’s not about the accumulation of wealth. They worry about how debt could affect their lifestyle.
https://www.wsj.com/articles/where-millennials-go-for-financial-advice-1450062181
Please select 2 correct answers
Millennials, also known as Generation Y or Gen Y, are the demographic cohort following Generation X and preceding Generation Z. There are no precise dates for when this cohort starts or ends; demographers and researchers typically use the early 1980s as starting birth years and the mid-1990s to early 2000s as ending birth years.
https://www.nielsen.com/us/en/insights/news/2018/millennials-on-millennials-in-the-know-on-the-go.html
https://en.wikipedia.org/wiki/Millennials
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StratiFi's PRISM rating is an important part of our advisory practice. Thanks to its powerful risk management and portfolio oversight capabilities, I am confident that my clients can make informed decisions, plan for their future and see it become a reality!
StratiFi's PRISM rating is an important part of our advisory practice. Thanks to its powerful risk management and portfolio oversight capabilities, I am confident that my clients can make informed decisions, plan for their future and see it become a reality!
Elizabeth Luna, California
Elizabeth L, California
StratiFi's PRISM rating is a core part of our client on-boarding process. It enables my clients to quantify their risk and helps me in recommending the correct mix of investments. Showing prospects how they may be impacted by volatility and tail risk elevates my relationship and helps me earn their trust. The technology platform saves me time by automating the compliance oversight of my peers and junior advisors. StratiFi has helped me streamline my business and grow my client base.
StratiFi's PRISM rating is a core part of our client on-boarding process. It enables my clients to quantify their risk and helps me in recommending the correct mix of investments. Showing prospects how they may be impacted by volatility and tail risk elevates my relationship and helps me earn their trust. The technology platform saves me time by automating the compliance oversight of my peers and junior advisors. StratiFi has helped me streamline my business and grow my client base.
Dave L, California
Dave L, California
StratiFi's PRISM rating is an important part of our advisory practice. Thanks to its powerful risk management and portfolio oversight capabilities, I am confident that my clients can make informed decisions, plan for their future and see it become a reality!
Elizabeth L, California
StratiFi's PRISM rating is an important part of our advisory practice. Thanks to its powerful risk management and portfolio oversight capabilities, I am confident that my clients can make informed decisions, plan for their future and see it become a reality!
Elizabeth Luna, California
Elizabeth Luna, California
StratiFi's PRISM rating is a core part of our client on-boarding process. It enables my clients to quantify their risk and helps me in recommending the correct mix of investments. Showing prospects how they may be impacted by volatility and tail risk elevates my relationship and helps me earn their trust. The technology platform saves me time by automating the compliance oversight of my peers and junior advisors. StratiFi has helped me streamline my business and grow my client base.
Dave L, California
StratiFi's PRISM rating is a core part of our client on-boarding process. It enables my clients to quantify their risk and helps me in recommending the correct mix of investments. Showing prospects how they may be impacted by volatility and tail risk elevates my relationship and helps me earn their trust. The technology platform saves me time by automating the compliance oversight of my peers and junior advisors. StratiFi has helped me streamline my business and grow my client base.
Dave L, California
StratiFi's PRISM rating is a core part of our client on-boarding process. It enables my clients to quantify their risk and helps me in recommending the correct mix of investments. Showing prospects how they may be impacted by volatility and tail risk elevates my relationship and helps me earn their trust. The technology platform saves me time by automating the compliance oversight of my peers and junior advisors. StratiFi has helped me streamline my business and grow my client base.
Dave L, California
Dave L, California
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