4U Platform’s Chief Engagement Officer Anita Heisl recently had the opportunity to sit down with Keith Bossey, Managing Director Global Business Intelligence at J.D. Power and Julie Genjac, Vice President and Managing Director, Applied Insights at Hartford Funds.
Heisl, Bossey and Genjac dove into the findings of the J.D. Power 2023 US Financial Advisor Satisfaction Study and paired the attitudinal insights from J.D. Power with the behavioral insights from 4U to take a look at how Asset Managers and Wealth Managers can collaborate to drive key factors of advisor satisfaction.
The panel dove into three key take aways from the study; how can Wealth Management companies help advisors shift time away from administrative or compliance-oriented tasks to the consultative work they are doing with their clients, how Wealth Management companies and Asset Management companies can support advisors as they look to grow their practice and the key role that professional development and training play.
