What Do Top Advisors Say and What Do Investors Really Think?

What Do Top Advisors Say and What Do Investors Really Think?

How do the industry’s top advisors define themselves? Are they successful at creating distinct, recognizable brands? Are advisors’ messages really getting through to investors?

Now, a new research study from Pershing provides a data-driven perspective on unique value propositions—the clear statements that explain what sets an advisory firm apart. What Do Top Advisors Say—and What Do Investors Really Think? A Study of Advisor Value Propositions was developed in cooperation with research firm Harris Poll. The report explores:

• How Barron’s Top 100 Advisors define their value
• What themes matter most to high net worth investors
• The four critical ingredients that belong in every advisor value proposition
• Overlooked investor concerns that could represent untapped opportunities for advisors
• Specific “power” words that investors want to hear

Additional Media
Video: What Do Top Advisors Say and What Do Investors Really Think?

Audience: Advisors, Broker-Dealers, Investment Managers, Registered Investment Advisors, Wealth Managers