Investors Not Feeling Personal Relationship with Wealth Managers

investors not feeling personal relationship with wealth managers according to SEI study – Financial Planning.

Not feeling that “connection” with your wealth manager? You may not be alone. The above link takes you to a study that showed people ranked their financial advisors “empathy” lower than what they rank mens retailers! What does your advisor do that keeps you feeling connected…or what suggestions would you have for them?

This entry was posted in Financial News and tagged , , . Bookmark the permalink.

Leave a Reply

Fill in your details below or click an icon to log in:

WordPress.com Logo

You are commenting using your WordPress.com account. Log Out /  Change )

Google photo

You are commenting using your Google account. Log Out /  Change )

Twitter picture

You are commenting using your Twitter account. Log Out /  Change )

Facebook photo

You are commenting using your Facebook account. Log Out /  Change )

Connecting to %s