Research Brief

Customize This: How to Seize on Advisor Demand for Personalization

Delivering a personalized experience that helps advisors deepen their relationship with clients and stand out from the competition is foremost on advisors’ minds these days. Two-thirds of advisors in our recent survey said that personalizing service to clients is more important now than it was 3–5 years ago, with 36% saying it’s “much more” important now. But what “personalized service” means varies widely among advisors. Download our research report to learn more.