June 2012
Understand How Investors Choose an Advisor: And Improve Your Odds of Attracting New Clients S&P Capital IQ

Knowing where investors look and what they look for when seeking financial advice is information that every advisor can use to their advantage. Based on two national surveys of investors, you will learn all this and more when you download our new whitepaper.

Topics covered in this paper include:

  • How investors find advisors
  • Criteria they use to evaluate them
  • Why investors give referrals, and why they don't
  • Subjective vs. objective decision-making, and how to appeal to both
  • How to take control of the sales situation
  • and more!