Why Investors Fire Advisors and How to Captivate and Retain Clients Instead

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Presented by

Danielle Labotka – Behavioral Scientist, and Samantha Lamas – Senior Behavioral Researcher

About this talk

In today's financial landscape, investor expectations have evolved. Now, financial advisors need to deliver more than just functional value—they also must focus on providing human-centric services. This shift has profound implications for client retention and acquisition strategies. Join us for an insightful webinar where we delve into the critical aspects of the client lifecycle in financial planning. We'll share top reasons why investors fire their advisors and actionable strategies to better attract and engage clients.
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