Comparing the state of advisor-client relationships pre and post-pandemic

YCharts surveyed clients of financial advisors about their advisors’ communication styles and related preferences. In our 2023 edition, we polled 670 individuals to learn what they want from their advisors and what has changed about those relationships post-COVID-19.

Our findings include how often advisors contact clients, their most preferred methods of communication, and the top factors when choosing or recommending an advisor in 2023 vs. in 2019. We also outline four actionable steps for advisors who seek better communication with clients.