Morningstar’s Investor Engagement Index delivers insights on how advisors can personalize the experiences of their client base using engagement research.

Engagement, satisfaction, and trust all increase for the client when the advisor has more opportunity to demonstrate their value. To make that time, advisors need to find ways to streamline more ...

Joe Martin, chief client experience officer at Summitry, a Bay Area RIA overseeing more than $2 billion in AUM, added, “We have worked with the team at Absolute Engagement for many years to ...

Client engagement is about making them feel like part of the family. A personal touch can be the finishing touch that makes your clients say, "Wow, you remember everything," Robertson says.

Let’s do business: Lawyer-client engagement agreements in estate planning When you hire an attorney for services, especially for document preparation, there should be a written fee agreement ...

The letter of engagement is beneficial to both client and advisor on many levels. For one thing, it acts as a form of insurance, whereby each side knows what the other's roles and responsibilities ...

Arguably the most critical adjustment in client engagement is the need for more touch points. The unpredictability of the current environment demands that advisors spend time with their clients ...

Ideally, the attorney-client relationship begins once a signed written engagement agreement is in place, which clearly outlines the clients who will be represented and the agreed scope of legal ...

The study revealed in 2023 an average growth of 8% in client relationships among advisory firms. Garcia however points to the misleading nature of such a figure, noting, “The detailed data ...

Absolute Engagement, the long-time provider of client feedback surveys, has stepped into the advisor fintech market. The company launched the Absolute Engagement Engine to capture real-time input ...

To raise the bar, client engagement is the new metric by which we should measure the impact advisors are having on their clients. It’s time for a change. Why Satisfaction Isn’t Enough.