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.

Download an Executive Summary of the research findings.

Want to learn more? Hear from Aon on Tuesday, May 19th.
For an overview of the Advisory Solutions: Expectations and Experiences program, join us on Tuesday, May 19th at 1:00 PM ET for an MMI member-only NetMeeting. Peter Keuls and David Lo of Aon will provide an overview of the key research findings and suggested action steps.

Register for the NetMeeting.

Detailed findings from the Expectations and Experiences research are being released in a series of four articles over the next few months. The first article, 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 Significance of Personal Values in Wealth Management.

Future releases will include:

  • Harnessing Generational Differences Across the Financial Planning Process
  • Digital Tools: What’s Working and What’s Not
  • Advisor Success Models: Redefining Client Centricity

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