What You Think and What Retirement Clients Want Are Different
October 4, 2022 by Richard J. Leider and Suzanne Norman
As people grow older, they naturally contemplate what matters most to them. In particular, they aim to live a life that is meaningful and makes a positive contribution to the world.
Wealthy or not, this universal ambition is grounded in the truth that our lives are fundamentally worth living and that each of us matters.
Click HERE to read the full story via ThinkAdvisor
Wink’s Note: This study was alarming to me.
The differences between the investors’ perceptions and their advisors perceptions were far too great. Get this-
“…roughly half (48%) of investors worry about their finances at least several times a month, but only 8% of financial professionals believe their clients worry that much.”
Shocking- right?
How can we change this dichotomy? Better communication with clients? Do we think each are communicating effectively, but coming away from the conversation with something different? – sjm
