A Bankrate survey from May 2022 found that only 18% of US adults with retirement or investment accounts say they will invest more in 2022 than they did in 2021.
That's bad news for advisors, who are looking to grow AUM by expanding their client base and growing their relationships with existing clients.
How do you combat a stat like that and get clients to stick around and new ones to invest despite economic uncertainty?
It's all about focusing on client relationships. And with model management fueled by Orion Eclipse and Orion Risk Intelligence, it's easier than ever to pull your head out of the spreadsheets and invest more time in 1:1 client engagement.
In this webinar, we'll discuss:
Access to the services presented is provided solely as a service to financial advisors. Orion Risk Intelligence does not make recommendations or determine the suitability of any security or strategy. Past performance of a security or strategy does not guarantee future results. Orion Risk Intelligence research and tools are provided for informational purposes only. While the information is deemed reliable, Orion Risk Intelligence does not guarantee its accuracy, completeness, or suitability for any purpose, and makes no warranties with respect to the results to be obtained from its use._1709347779084