A New Survey Takes The Temperature of Investors to Help Advisors Better Understand Clients Priorities and Best Interests by WealthVest

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Survey helps advisors understand clients' priorities in a simple manner.

Determining what is in a client’s best interest is both an art and a science...

Which retirement strategy is in your client’s best interests? The answer isn’t simple or straightforward. In fact, it can be remarkably difficult to determine what is in a client’s best interest because it depends on his or her perceptions and priorities.

A new white paper from WealthVest Marketing, Rethinking Retirement: A Client’s Perspective On Best Interest, is a must-read for financial professionals. It analyzes the results of a new investor survey and provides:

  •     Insight to investors’ core beliefs and priorities
  •     10 ‘Best Interest’ Rules
  •     A ‘Best Interest’ Thermometer

“Determining what is in a client’s best interest is both an art and a science,” said Wade Dokken, co-author with Drew Dokken. “Financial professionals must consider the hierarchy of a client’s retirement needs, as well as the emotional and psychological factors that affect investment decision-making. Our paper helps clarify investors’ priorities and establishes best interest rules to help guide the retirement planning process.”

Rethinking Retirement: A Client’s Perspective On Best Interest discusses the benefits and limitations of various retirement income strategies. It can help financial professionals frame retirement income discussions more effectively and facilitate best interest determinations. You can get a copy of the paper here https://wealthvest.com/white-papers/.

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Dia Johnson
WealthVest Marketing
+1 406.203.1510 Ext: 7510
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Dia Johnson
@Wealthvest
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