Future Proof Festival: What Clients’ Want from Their Advisor

What Clients’ Want from Their Advisor

evin Mulhern moderated a thought-provoking discussion at the Social Audio Experiment Stage with Joy Lere, Greg Bartalos, and Jason Pereira. They delved into a recent study conducted by Broadridge in collaboration with Dow Jones, offering insights into client expectations. The conversation revealed some common misconceptions advisors hold. Central to the discussion was the challenge advisors face in balancing relationships with seasoned clients while adapting to the evolving needs of the younger generation of investors. The findings emphasize the dynamic nature of client-advisor relationships and the importance of staying attuned to shifting client desires. About Future Proof: Future Proof is a groundbreaking new wealth festival that brings together the world’s most prominent figures and emerging minds in finance, investing, tech, culture, and impact. Financial advisors, institutional investors, asset managers, fintech startups, financial creators, activists, artists, musicians, and other key stakeholders are brought together to create an unprecedented experience and agenda. This event provides an unmatched opportunity for conversation and collaboration that will serve as a catalyst in developing the future of wealth.