Building Client Confidence: Handling the Trifecta of Uncertainty

The financial recommendations you make shouldn’t feel like a gamble to your clients. Amid market, economic, and political uncertainty, they are asking tough, but important questions—and you want to ensure that your answers instill confidence and that your advice stands out. Our research shows that top three values for building trust are the ability to demonstrate expertise, tailor advice to specific goals and needs, and align to individual risk tolerances. Learn how Morningstar can help you relieve investor anxiety and help your clients navigate the current uncertainty. Tune in to learn how to: • Drive conversations that your clients will easily understand leveraging actionable data and insights. • Simplify the complex with Morningstar reports and visuals that clearly articulate the value of your advice. • Instill client confidence with our academically validated risk profiling questionnaire in Advisor Workstation.