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Key strategy for advisers to embrace client personalization
Other - APRIL 30, 2024

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Key strategy for advisers to embrace client personalization

by Andrea Zander

Changing client demographics and preferences, along with market uncertainty and new investment opportunities, are creating plenty of opportunities for advisers to create competitive differentiation by creating client personalization, according to a Financial Advisor article, sourcing a panel of investing professionals.

“The most important part in all of this is making sure that clients know what they own and why they own it,” said Cameron Dawson, CIO at NewEdge Wealth, a Stamford, Conn., RIA with $8.6 billion in assets under management. “The challenge happens when a client gets sold something, versus a client being presented with a solution for what they need.”

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