Mastering the Client Lifecycle: Insights from Behavioral Research, Investor Perspectives, and Advisor Solutions

Morningstar collected more than 550 survey responses from financial advisors in their 2024 Voice of the Advisor research study to understand their strategic goals and how they serve their clients. Sr. Director of Market Research Joe Agostinelli will be joined by VP of Business Development, Financial Planning Thomas Aviles and Investment Advisor Craig Canton, RICP from United Advisors America to get into the data that speaks to advisors, from advisors.

In this webinar, we will discuss:

•The value advisors feel they add to client relationships compared to where clients say their advisors add the most value
•How advisors are structuring their practice to better serve their clients
•The relationship between advisors and asset managers/wholesalers

This webinar has been accepted by the CFP® Board for one continuing education (CE) credit for CFP® designations.

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.

Join us for an insightful webinar designed to help financial advisors strengthen their value when communicating with clients and prospects. Learn how to leverage advanced research tools, Morningstar data, and intuitive features to provide clear, confident guidance on investment decisions.

We'll cover how to:
- Present compelling stories backed by data
- Perform in-depth portfolio analysis
- Use side-by-side comparisons to highlight key insights.

This webinar will equip you with the knowledge and confidence to showcase your expertise, build trust, and enhance client engagement in a way that sets you apart from the competition.