Thursday, August 29, 2013

Clients Keeping Secrets---From Their Financial Advisors

Securian did a survey on client secrets, that is, on what clients don't tell their financial advisors and why they don't do so. The survey found almost 30% of clients did not tell their financial advisors something. The report details the range of information held back and the impact on the financial planning advice when the client does so.  The survey reveals a number of reasons why clients fail to be forthcoming, ranging from the emotional to irrelevant to the financial strategy.  The report includes tables that break down the responses by question and by demographic data.  

Becky Morgan

http://lawprofessors.typepad.com/elder_law/2013/08/clients-keeping-secrets-from-their-financial-advisors.html

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