Meeting Client Expectations in Uncertain Times

Have client expectations changed in these uncertain times? How can advisors best support them? These are some of the questions that this paper strives to answer, using insights from Morningstar’s Advisory Board, Behavioral Research team, and senior leadership. In this paper, study the landscape of client expectations to identify how they respond to uncertain times, then consider how the practical tips that our researchers suggest might apply to the way you work.

What’s Inside:
  • Insights from our Advisory Board on the landscape of client expectations
  • Research on the gap between what advisors think clients want, and what they actually want
  • Advice from our Behavioral Research team on how to support clients during these uncertain times
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