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For eBusiness & Channel Strategy Professionals

How Clients Want To Interact With Financial Advisors

Younger Consumers Prefer Online Chat, Websites, And Email

May 12, 2011

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  • By Bill Doyle
  • with Molly Simpson,
  • Zia Daniell Wigder,
  • Amelia Martland,
  • Beth Hoffman

Why Read This Report

Now more than ever, clients are using new channels to communicate with their financial advisors. Younger clients show a strong preference for communicating with advisors through digital channels like online chat, company websites, and email. As these younger clients age and accumulate more assets, they won't abandon their channel preferences. eBusiness executives should prepare to meet these younger investors' needs by enabling financial advisors to interact with them on web pages, as well as through email, text messaging, and online chat.

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  • Consumers' Preferred Channels For Interacting With Financial Advisors
  • Generational Trends In Channel Preferences