[vc_row content_width=”grid” css=”.vc_custom_1450801101010{padding-top: 50px !important;}”][vc_column offset=”vc_col-lg-offset-2 vc_col-lg-8 vc_col-md-offset-1 vc_col-md-10″][vc_column_text]<\/p>\n
****Need to record audio clip about transparency and access and process****<\/strong><\/em><\/p>\n [vc_column_text]<\/li>\n<\/ul>\n _____________________________________________<\/p>\nWhat You Need to Know<\/em>[\/vc_column_text][vc_empty_space height=”25px”]<\/h2>\n
\n
\n[vc_empty_space height=”35px”]<\/h3>\n
What do potential clients value most when looking to hire a financial advisor?<\/h2>\n
[\/vc_column_text][vc_empty_space height=”35px”][vc_column_text]Cerulli Associates, in conjunction with Phoenix Marketing International, surveyed more than 11,000 households with investable assets ranging from $100,000 to more than $5 million throughout 2020, and found, for clients at most asset levels, that more than half the respondents rated transparency in interactions and time to understand their needs, goals and risk tolerance the most important factors when choosing an advisor.[\/vc_column_text][vc_empty_space height=”25px”][vc_column_text]The third most important factor they identified: monitoring portfolios and letting clients know about potential problems and opportunities. That was important to 49% of respondents overall, but when asked to rate who had the highest level of investment expertise to run portfolios, just 29% of respondents identified their financial advisor. Thirty-eight percent named a dedicated investment team at their advisory firm.[\/vc_column_text][vc_empty_space height=”25px”][vc_column_text]Few respondents \u2014 11% or less \u2014 considered more personal attributes such as an advisor having the same gender, background or experiences as important when choosing an advisor. In addition, few respondents (20%) considered cutting-edge technology in an advisor\u2019s practice an important consideration.[\/vc_column_text][vc_empty_space height=”25px”][vc_column_text][\/vc_column_text][\/vc_column][\/vc_row][vc_row content_width=”grid” css=”.vc_custom_1450167692008{padding-top: 70px !important;padding-bottom: 65px !important;}”][vc_column]\n
\n\t\n\t\t<\/i>\t<\/span>\n\t
![\"Man](\"http:\/\/www.capital-invest-va.com\/wp-content\/uploads\/austin-distel-IUitg35kAH0-unsplash-scaled.jpg\")
[\/vc_column][\/vc_row][vc_row content_width=”grid”][vc_column offset=”vc_col-lg-offset-2 vc_col-lg-8 vc_col-md-offset-1 vc_col-md-10″][vc_column_text]<\/h3>\n