ByAllAccounts' Oct 1st Webinar Reveals Key Insights on Today's Investor: Why do they hire and fire advisors?

By ByAllAccounts, Webinar Series on Tuesday, September 16th, 2014

Moderator: Robert Huebscher, CEO, Advisor Perspectives
Featured Speaker: David Blanchett, Head of Retirement Research, Morningstar Investment Management
Presenter: Cynthia Stephens, Vice President of Marketing, ByAllAccounts, a Morningstar company
Date: Wednesday, October 1, 2014
Time: 12 pm Eastern
Why do investors form and maintain relationships with advisors?(Hint: retirement planning is the key.) Why do they fire an advisor? These are just a few of the questions ByAllAccount asked in an August survey of over 1,400 individual investors to find out why they hire and fire financial advisors—or don’t use them at all.But that’s only part of what you, as an advisor, need to know.

Morningstar’s Alpha, Beta, … and Now Gamma study shows that when it comes to generating retirement income, investors arguably spend the most time and effort on selecting ”good” investment funds/managers—the so called alpha decision—as well as the asset allocation, or beta, decision. However, alpha and beta are just two elements of a myriad of important financial planning decisions for the average investor, many of which can have a far more significant impact on retirement income.
You’ll walk away with:

  • Investor Insights: Why do investors hire and fire advisors? 

  • Understanding of the concept “Gamma”: What is it? Why is it important?

  • An Action Plan: How do you communicate your value as an advisor to potential clients?

Don’t miss this interactive 1-hour webinar that will provide you with critical knowledge on understanding and connecting with today’s discerning investor.
Click HERE to register for the webinar.


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