Four Opportunities to Elevate the Advisor-Client Relationship through Personalization

Personalization is an industry buzzword, and for good reason. In this report, we explore:

• How important is personalization to investors?

• What do investors mean when they ask for personalization?

• How are advisors’ practices evolving in response?

Take action on opportunities to deepen relationships with clients and attract new prospects, compare your client engagement strategy with your peers, and benchmark your business model against the strengths and weaknesses that are common for your firm type.

Evolve with the investors we serve together by staying connected to Morningstar’s latest insights, solutions, and strategies for today’s advisors.