New Advisory Solutions Research from MMI and Aon – Key Findings and Member-Only NetMeeting

Surprising gaps between client expectations and firm delivery continue to challenge the wealth management industry and inhibit client value. New proprietary research from MMI and Aon debunks persistent myths about client attitudes and delves into these gaps, which are being amplified by the COVID-19 crisis.

The MMI-Aon research program, entitled Advisory Solutions: Expectations and Experiences, is based on extensive surveys of investor and advisor views of the value of investment advice and how it is delivered. The findings uncover significant disconnects in advisory solutions delivery and suggest ways for firms to address the gaps, improve the client experience with advisory accounts, and encourage successful advisor behavior.

Detailed findings from the Expectations and Experiences research are being released in a series of four papers over the next few months. The first paper, which is now available, looks at The Significance of Personal Values in Wealth Management and why values integration is essential to client-centric relationships.

DOWNLOAD THE EXECUTIVE SUMMARY AND THE FIRST PAPER

Future releases will include:

  • Harnessing Generational Differences Across the Financial Planning Process
  • From Innovation to Adoption: Embedding Technology at the Heart of Wealth Management
  • Advisor Success Models: Redefining Client Centricity

 

Want to learn more?
Hear from Aon on Ways to Improve the Investor Experience.

For a detailed overview of the Advisory Solutions: Expectations and Experiences program, hear from Peter Keuls and David Lo of Aon in this MMI NetMeeting. They review some of the surprising gaps in advisory solutions delivery that our research uncovered and suggest ways for firms to close these gaps.

We hope you find this new research valuable. If you have any questions, please contact MMI at (646) 868-8500 or info@mminst.org.