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Would you like to visit our UK site?",[],"Stay on US site","You’re currently on our US site",[695],{"_uid":696,"heading":697,"cta_link":55,"cta_text":698,"component":699,"description":700,"pro_heading":701,"pro_cta_link":33,"pro_cta_text":702,"pro_description":703},"7404adca-dc5b-443e-a1b4-4c8bed2673b3","Financial advice","Match with an advisor","sidebar_cta","We’ll find a professional perfectly matched to your needs. Getting started is easy, fast and free.","Access high-quality leads in minutes with UnbiasedPro","Get perfect clients now.","If you're looking for the perfect clients we'll deliver them straight to your inbox and give you the tools to manage them throughout the sales process.",[705],{"_uid":706,"title":707,"CTAText":708,"subtitle":709,"component":710,"errorTitle":711,"description":712,"successTitle":713,"errorSubtitle":714,"successSubtitle":715,"consentCheckboxLabelText":716,"errorMesageFirstNameError":717,"consentCheckboxLabelLinkURL":656,"consentCheckboxLabelLinkText":718,"errorMessageRequiredFieldEmail":719,"errorMessageIncorrectEmailFormat":720,"errorMessageRequiredFieldConsent":721,"errorMessageRequiredFieldInterest":722,"errorMessageRequiredFieldFirstName":723},"8ca4fd8f-da99-489f-aa1b-fcfabdd8b7e3","Get the latest news and tips","Sign up for email updates","Sign up for news that may impact your finances","sidebar-email-signup","Sorry, there was a technical problem","Receive the 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advisors?","2023-01-18T10:27:37.678Z","2024-11-27T10:58:19.889Z","2024-11-27T10:58:19.927Z",248501087,"361db2fe-1655-4f59-bbd4-c8aaa8f60c21",{"_uid":753,"body":754,"hero":1075,"author":1100,"sidebar":1122,"hide_cta":543,"metatags":1140,"component":1144,"subcategories":1145,"intro_paragraph":1146,"intro_subheading":12,"table_of_contents":558,"outgrow_calculator":1147},"fc9fc088-12d2-40fb-bc30-f3859e0894bd",[755,759,818,821,1067],{"_uid":756,"text":757,"component":758},"cf298631-30db-4ca3-b7ff-1d9b37de3eea","Viewing your financial advice through the client’s eyes","article-subheading",{"_uid":760,"text":761,"component":817},"64d3c13d-a136-4842-8d6d-f9a531f8a0ce",{"type":15,"content":762},[763,774,778,782,802,813],{"type":18,"content":764},[765,767,772],{"text":766,"type":22},"Every business owner should be taking the time, now and then, to ask, “",{"text":768,"type":22,"marks":769},"Am I delivering what my clients need me to deliver?",[770],{"type":771},"italic",{"text":773,"type":22},"” 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",{"type":18,"content":775},[776],{"text":777,"type":22},"But there’s also a lot of due diligence you can do before meeting a client, as well as a lot of general traits that most clients will be searching for (honesty, integrity and the ability to communicate, to name a few). ",{"type":18,"content":779},[780],{"text":781,"type":22},"When it comes to financial advice, the client’s perspective is straightforward, and it can be helpful to remember to look at yourself, the advisor, through their eyes. ",{"type":18,"content":783},[784,786,800],{"text":785,"type":22},"You’re there to offer sound advice and sensible investment suggestions. You’re expected to understand their financial needs deeply and be able to use your skills to guarantee them high returns, even in ",{"text":787,"type":22,"marks":788},"difficult periods",[789],{"type":31,"attrs":790},{"href":791,"uuid":792,"anchor":34,"custom":793,"target":794,"linktype":74,"story":795},"/pro/discover/news/how-to-prepare-your-clients-and-your-business-for-a-recession","45999a03-dbfa-4e36-a2e4-71a8163c7219",{},"_blank",{"name":796,"id":797,"uuid":792,"slug":798,"url":799,"full_slug":799,"_stopResolving":558},"How to prepare your clients, and your business, for a recession",247720582,"how-to-prepare-your-clients-and-your-business-for-a-recession","pro/discover/news/how-to-prepare-your-clients-and-your-business-for-a-recession",{"text":801,"type":22},". ",{"type":18,"content":803},[804,811],{"text":805,"type":22,"marks":806},"35 per cent of Americans",[807],{"type":31,"attrs":808},{"href":809,"uuid":34,"anchor":34,"custom":810,"target":794,"linktype":36},"https://www.statista.com/statistics/1176393/financial-advisor-usa/",{},{"text":812,"type":22}," employ a financial advisor in 2022, and demand is higher than in previous years. ",{"type":18,"content":814},[815],{"text":816,"type":22},"This also means that competition is increasing. To deliver effective, efficient and valuable service, you must pay close attention to the following list of qualities and offerings. ","article-paragraph",{"_uid":819,"text":820,"component":758},"2f1ba595-ecfb-4034-81ef-9924766b6f0c","The nine things all clients want from their financial advisors",{"_uid":822,"text":823,"component":817},"79bdc0ac-21be-46f3-8691-69ffdaa5db3f",{"type":15,"content":824},[825,843,856,860,874,878,882,896,900,904,918,922,942,946,950,964,968,972,986,990,999,1013,1017,1036,1050,1054],{"type":18,"content":826},[827,831,837,841],{"text":828,"type":22,"marks":829},"1. ",[830],{"type":38},{"text":832,"type":22,"marks":833},"Trustworthiness, transparency and integrity",[834,835],{"type":38},{"type":836},"underline",{"text":838,"type":22,"marks":839}," – ",[840],{"type":38},{"text":842,"type":22},"Clients will only work with advisors they trust, and this trust is earned through knowledge, honesty and integrity. ",{"type":18,"content":844},[845,847,854],{"text":846,"type":22},"In 2020, with more advisors than ever speaking transparently to clients about the confusion and ",{"text":848,"type":22,"marks":849},"uncertainty of COVID-19",[850],{"type":31,"attrs":851},{"href":852,"uuid":34,"anchor":34,"custom":853,"target":794,"linktype":36},"https://www.mckinsey.com/industries/financial-services/our-insights/the-value-of-personal-advice-wealth-management-through-the-pandemic",{},{"text":855,"type":22},", client retention rates among advisors reached an all-time high of almost 95 per cent. ",{"type":18,"content":857},[858],{"text":859,"type":22},"From explaining your fee structure to discussing market conditions, don’t be disingenuous.  ",{"type":18,"content":861},[862,864,869,872],{"text":863,"type":22},"2. ",{"text":865,"type":22,"marks":866},"The ability to explain things effectively",[867,868],{"type":38},{"type":836},{"text":838,"type":22,"marks":870},[871],{"type":38},{"text":873,"type":22},"This leads on from point number one, because to be truly honest and open, you need to be an effective communicator as well as a competent advisor. ",{"type":18,"content":875},[876],{"text":877,"type":22},"Keep things simple, be clear and use everyday language. Clients won’t understand a lot of the jargon you’ve become used to using. ",{"type":18,"content":879},[880],{"text":881,"type":22},"Provide practical examples, too, to make things even more straightforward to contextualize and effectively comprehend. ",{"type":18,"content":883},[884,886,891,894],{"text":885,"type":22},"3. ",{"text":887,"type":22,"marks":888},"The ability to communicate quickly and directly",[889,890],{"type":38},{"type":836},{"text":838,"type":22,"marks":892},[893],{"type":38},{"text":895,"type":22},"Even the best advisor won’t make a good impression on their clients if their explanation takes what feels like a million years to materialize. ",{"type":18,"content":897},[898],{"text":899,"type":22},"Be prompt and direct in your communications. Don’t make clients wait and wait to hear back from you. ",{"type":18,"content":901},[902],{"text":903,"type":22},"Be organized, strict about specified response timeframes and able to match expectations consistently. ",{"type":18,"content":905},[906,908,913,916],{"text":907,"type":22},"4. ",{"text":909,"type":22,"marks":910},"The ability to make clients feel heard and understood",[911,912],{"type":38},{"type":836},{"text":838,"type":22,"marks":914},[915],{"type":38},{"text":917,"type":22},"Any good advisor must make clients feel heard. One of the best ways to do this is to ask lots of questions, from “What’s your attitude to risk?” to “What are you looking to get out of this investment?” ",{"type":18,"content":919},[920],{"text":921,"type":22},"When you take the time to absorb a client’s responses and make recommendations based on them, you win points with them and provide more effective financial advice. Win-win. ",{"type":18,"content":923},[924,926,931,934,936,940],{"text":925,"type":22},"5. ",{"text":927,"type":22,"marks":928},"A good memory/management system for client information",[929,930],{"type":38},{"type":836},{"text":838,"type":22,"marks":932},[933],{"type":38},{"text":935,"type":22},"Similarly to point four, you need to be able to retain information about a client’s background, financial history ",{"text":937,"type":22,"marks":938},"and",[939],{"type":771},{"text":941,"type":22}," interests. ",{"type":18,"content":943},[944],{"text":945,"type":22},"If you struggle to memorize personal details like interests, note them down in your client database alongside other details. Keep the services you’re offering as bespoke as possible. ",{"type":18,"content":947},[948],{"text":949,"type":22},"Maximize your ROI and show clients you care about them as individuals.  ",{"type":18,"content":951},[952,954,959,962],{"text":953,"type":22},"6. ",{"text":955,"type":22,"marks":956},"A willingness to prioritize client needs at every turn",[957,958],{"type":38},{"type":836},{"text":838,"type":22,"marks":960},[961],{"type":38},{"text":963,"type":22},"As an advisor, your priorities should be as aligned as possible with your client’s priorities. ",{"type":18,"content":965},[966],{"text":967,"type":22},"You should be suggesting and/or making investments that genuinely connect to the client’s best interests, never suggesting a product or service they don’t need. ",{"type":18,"content":969},[970],{"text":971,"type":22},"Your role is to maximize your customer’s monetary gains, and this should remain your number one focus at all times.  ",{"type":18,"content":973},[974,976,981,984],{"text":975,"type":22},"7. ",{"text":977,"type":22,"marks":978},"The ability to keep all promises that are made, and when possible, overdeliver",[979,980],{"type":38},{"type":836},{"text":838,"type":22,"marks":982},[983],{"type":38},{"text":985,"type":22},"When you make promises, keep promises and overdeliver where you can, you make your reputation with your client as positive as it possibly can be. ",{"type":18,"content":987},[988],{"text":989,"type":22},"A client would always rather be pleasantly surprised than unfortunately disappointed, so expectation management is essential. ",{"type":18,"content":991},[992,994,997],{"text":993,"type":22},"Get the balance right and you’ll please your clients ",{"text":937,"type":22,"marks":995},[996],{"type":771},{"text":998,"type":22}," increase the likelihood of a referral. ",{"type":18,"content":1000},[1001,1003,1008,1011],{"text":1002,"type":22},"8. ",{"text":1004,"type":22,"marks":1005},"A well-organized, accessible service",[1006,1007],{"type":38},{"type":836},{"text":838,"type":22,"marks":1009},[1010],{"type":38},{"text":1012,"type":22},"This is an offering that can make or break the advisor-client relationship. ",{"type":18,"content":1014},[1015],{"text":1016,"type":22},"As an advisor, you should be fully aware of all the latest industry updates, regulation changes, laws and products. ",{"type":18,"content":1018},[1019,1021,1034],{"text":1020,"type":22},"You should be on time for every meeting, fully prepared, and especially for younger investors, flexible about where meetings actually take place (consider offering digital options to reflect the ",{"text":1022,"type":22,"marks":1023},"changed post-pandemic industry",[1024],{"type":31,"attrs":1025},{"href":1026,"uuid":1027,"anchor":34,"custom":1028,"target":794,"linktype":74,"story":1029},"/pro/discover/news/the-post-pandemic-world-of-financial-advice","7cb9dd90-5ee8-431a-8bf0-940d893e79d2",{},{"name":1030,"id":1031,"uuid":1027,"slug":1032,"url":1033,"full_slug":1033,"_stopResolving":558},"The post-pandemic world of financial advice ",247713457,"the-post-pandemic-world-of-financial-advice","pro/discover/news/the-post-pandemic-world-of-financial-advice",{"text":1035,"type":22},").  ",{"type":18,"content":1037},[1038,1040,1045,1048],{"text":1039,"type":22},"9. ",{"text":1041,"type":22,"marks":1042},"A long, successful working relationship",[1043,1044],{"type":38},{"type":836},{"text":838,"type":22,"marks":1046},[1047],{"type":38},{"text":1049,"type":22},"Clients want consistency and the knowledge that they can work with you for a long time if they choose to. ",{"type":18,"content":1051},[1052],{"text":1053,"type":22},"A long working relationship will also benefit you as an advisor, so it’s worth working extra hard to pursue and continuously cultivate. ",{"type":18,"content":1055},[1056,1058,1065],{"text":1057,"type":22},"A recent study by Bain & Company revealed that a ",{"text":1059,"type":22,"marks":1060},"customer retention rate increase of five per cent",[1061],{"type":31,"attrs":1062},{"href":1063,"uuid":34,"anchor":34,"custom":1064,"target":794,"linktype":36},"https://www.morebusiness.com/financial-advisor-client-retention/",{},{"text":1066,"type":22}," generally improves profitability by between 25 and 95 per cent. ",{"_uid":1068,"text":1069,"component":817},"a4003cce-050e-482c-b261-07e306150195",{"type":15,"content":1070},[1071],{"type":18,"content":1072},[1073],{"text":1074,"type":22},"If you’d like more advice about meeting client needs as a financial advisor, Unbiased US is the right place to be.",[1076],{"_uid":1077,"image":1078,"title":1085,"subtitle":12,"component":1099,"breadcrumbs":558},"7258534c-6542-4ae2-bfde-cd263bf80204",{"id":1079,"alt":1080,"name":12,"focus":12,"title":1081,"source":12,"filename":1082,"copyright":12,"fieldtype":1083,"meta_data":1084,"is_external_url":543},11647806,"Two people talking and writing some papers in front of  a laptop","Two people talking","https://a.storyblok.com/f/185166/900x450/2075165656/advisor-client-questions.webp","asset",{},{"type":15,"content":1086},[1087],{"type":18,"content":1088},[1089,1091,1097],{"text":1090,"type":22},"What ",{"text":1092,"type":22,"marks":1093},"do clients want",[1094],{"type":25,"attrs":1095},{"class":1096},"primary-gradient",{"text":1098,"type":22},"from advisors?","app-hero",{"name":1101,"created_at":1102,"published_at":1103,"updated_at":1102,"id":1104,"uuid":1105,"content":1106,"slug":1114,"full_slug":1115,"sort_by_date":34,"position":1116,"tag_list":1117,"is_startpage":543,"parent_id":1118,"meta_data":34,"group_id":1119,"first_published_at":1120,"release_id":34,"lang":730,"path":34,"alternates":1121,"default_full_slug":34,"translated_slugs":34,"_stopResolving":558},"Kate Morgan","2022-11-24T11:24:28.492Z","2022-12-01T07:24:31.000Z",224651379,"62705e7a-a25d-45f7-aa2c-54511bc7f753",{"job":1107,"_uid":1108,"name":1101,"image":1109,"component":1112,"description":1113},"Content writer","411106c9-b210-4ad7-9a81-674a54e6edad",{"id":1110,"alt":12,"name":12,"focus":12,"title":12,"filename":1111,"copyright":12,"fieldtype":1083,"is_external_url":543},6212296,"https://a.storyblok.com/f/175791/503x512/e4f8888b72/kate-morgan.png","article-author","Kate has written for leading publications and blue chip companies over the last 20 years.","kate-morgan","authors/kate-morgan",10,[],224651374,"2653964f-cdf0-4e77-bb27-aa6570f22695","2022-11-22T09:54:56.260Z",[],[1123],{"_uid":1124,"body":1125,"title":1138,"component":1139},"628318e0-01e9-4c44-8673-bc4675b4f2b9",[1126,1130,1134],{"_uid":1127,"href":1128,"text":1129,"component":542,"openInNewWindow":558},"86de733f-3ccb-4808-9d4f-c69673c7a36d","https://www.unbiased.com/pro/discover/trends-insight/what-younger-clients-want-from-financial-advice","What young clients want from financial advice",{"_uid":1131,"href":1132,"text":1133,"component":542,"openInNewWindow":558},"1fe0fb29-b90e-47ab-b969-a24a35afbfa4","https://www.unbiased.com/pro/discover/business-growth/how-do-i-become-a-financial-advisor","How do I become a financial advisor",{"_uid":1135,"href":1136,"text":1137,"component":542,"openInNewWindow":558},"8d86a989-31f9-44bc-a583-55b94188508f","https://www.unbiased.com/pro/discover/trends-insight/how-can-tech-help-you-attract-new-clients","How tech can help attract new clients","Related articles","app-links-list",{"_uid":1141,"title":746,"plugin":1142,"og_image":12,"og_title":12,"description":1143,"twitter_image":12,"twitter_title":12,"og_description":12,"twitter_description":12},"d2976f1e-903e-469e-92b6-bbd6e3071aa4","seo_metatags","Do you have a concrete understanding of your clients’ wants and needs? These are the nine things all clients want from their financial advisors.","app-article",[],"In an increasingly competitive industry for advisors, with more average Americans seeking financial guidance each year, going above and beyond for your clients is the way to stand out. But what do clients actually want from their financial advisors? This article outlines the nine most essential traits, abilities and offerings in the eyes of the customer.",[],"what-do-clients-want-from-advisors","pro/discover/trends-insight/what-do-clients-want-from-advisors",-30,[],247713438,"ae3b6047-61b7-43b7-b8de-a19756fb8d53","2023-01-18T10:40:40.952Z",[],{"left":727,"top":727,"width":1157,"height":1157,"rotate":727,"vFlip":543,"hFlip":543,"body":1158},24,"\u003Cpath fill=\"currentColor\" d=\"M3.71 16.29a1 1 0 0 0-.33-.21a1 1 0 0 0-.76 0a1 1 0 0 0-.33.21a1 1 0 0 0-.21.33a1 1 0 0 0 .21 1.09a1.2 1.2 0 0 0 .33.21a.94.94 0 0 0 .76 0a1.2 1.2 0 0 0 .33-.21a1 1 0 0 0 .21-1.09a1 1 0 0 0-.21-.33M7 8h14a1 1 0 0 0 0-2H7a1 1 0 0 0 0 2m-3.29 3.29a1 1 0 0 0-1.09-.21a1.2 1.2 0 0 0-.33.21a1 1 0 0 0-.21.33a.94.94 0 0 0 0 .76a1.2 1.2 0 0 0 .21.33a1.2 1.2 0 0 0 .33.21a.94.94 0 0 0 .76 0a1.2 1.2 0 0 0 .33-.21a1.2 1.2 0 0 0 .21-.33a.94.94 0 0 0 0-.76a1 1 0 0 0-.21-.33M21 11H7a1 1 0 0 0 0 2h14a1 1 0 0 0 0-2M3.71 6.29a1 1 0 0 0-.33-.21a1 1 0 0 0-1.09.21a1.2 1.2 0 0 0-.21.33a.94.94 0 0 0 0 .76a1.2 1.2 0 0 0 .21.33a1.2 1.2 0 0 0 .33.21a1 1 0 0 0 1.09-.21a1.2 1.2 0 0 0 .21-.33a.94.94 0 0 0 0-.76a1.2 1.2 0 0 0-.21-.33M21 16H7a1 1 0 0 0 0 2h14a1 1 0 0 0 0-2\"/>",{"left":727,"top":727,"width":733,"height":733,"rotate":727,"vFlip":543,"hFlip":543,"body":1160},"\u003Cpath fill=\"currentColor\" d=\"m216.49 104.49l-80 80a12 12 0 0 1-17 0l-80-80a12 12 0 0 1 17-17L128 159l71.51-71.52a12 12 0 0 1 17 17Z\"/>",[1162,1165,1166],{"title":1163,"exact":558,"href":1164},"Home","https://www.unbiased.com",{"title":596,"exact":558,"to":600,"disabled":543},{"title":746,"exact":558,"to":1167,"disabled":558},"/pro/discover/trends-insight/what-do-clients-want-from-advisors",{"left":727,"top":727,"width":733,"height":733,"rotate":727,"vFlip":543,"hFlip":543,"body":1169},"\u003Cpath fill=\"currentColor\" d=\"m181.66 133.66l-80 80a8 8 0 0 1-11.32-11.32L164.69 128L90.34 53.66a8 8 0 0 1 11.32-11.32l80 80a8 8 0 0 1 0 11.32\"/>",1777454751792]