How Wealth Management Firms Can Stay Ahead of the Advisor Shortage

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Financial Services Intelligence Update

J.D. Power

19 episodes

6 days ago

Financial Services Update is a quick, focused listen that delivers the latest insights across banking, payments, wealth and lending. Join industry experts like Jennifer White, John Cabell and many others as they break down customer experience data and share practical takeaways for businesses.

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How Wealth Management Firms Can Stay Ahead of the Advisor Shortage | Ep 18

Financial Services Intelligence Update

10 minutes

3 months ago

How Wealth Management Firms Can Stay Ahead of the Advisor Shortage | Ep 18

On this episode, Miles Tullo and Mike Foy explore the latest insights from the J.D. Power 2025 U.S. Financial Advisor Satisfaction Study. Uncover the driving forces behind advisor satisfaction and the transformative impact of technology on the financial advisory sector.Key Highlights:(00:38) - Opportunities for financial advisors in 2025.

(01:05) - Insights into the aging demographic of financial advisors and industry implications.

(02:18) - The role of leadership behaviors and cultural attributes in advisor retention.

(04:01) - How technology is reshaping advisor satisfaction and expectations.

(08:31) - Top-ranked investment firms with the highest advisor satisfaction scores.Learn More: jdpower.com/financial-servicesStay Tuned: Miles will return in August to discuss findings from the flagship credit card satisfaction study.Follow us for more insights like these and stay updated on the latest trends in financial services!