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Is Financial Planning Part of Your Services?

How involved are you in providing financial advice as part of your services? Have clients been happy with your financial advice?

The American Customer Satisfaction Index reports that investors show praise for their financial advisors. Financial advisors had an ACSI score of 81 (on a scale of 0 to 100) and placed in the index’s top 10 of 44 industries covered.

The results come on the back of significant gains in the stock market in 2017. But the ACSI warns that when the market declines, financial advisors may face challenges, including justifying their fees.

The survey was conducted from October to December.

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