4U Continued our partnership bringing together the attitudinal data from J.D. Power with the behavioral data from 4U in our most recent webinar with 4U Platform’s Chief Engagement Officer Anita Heisl sitting down with Heather Long, Broker Dealer Channel Marketing Director at T. Rowe Price Investment Services and Craig Martin, Executive Managing Director – Global Head of Wealth & Lending Intelligence at J.D. Power to discuss the findings of the 2023 J.D. Power Advisor Online Experience Study.
The panel explored the elements of the J.D. Power Experience Hierarchy that was developed out of the survey’s key findings. Listen to the replay to learn more about:
• Table Stakes – what it takes to cover the fundamentals.
• Making it Easy – the importance of helping advisors spend more time with clients.
• Making it Worthwhile – investing in educational and value-add content.
