Volatility isn’t rare — it’s more often the norm. While advisors know this instinctively, clients often don’t, so volatility catches them off guard.
The ability to talk with clients about shifting market dynamics with confidence is one thing that separates great advisors from good ones. Often, that ability springs from knowing how to effectively and efficiently leverage expert research and analysis.
Quality research — and a strong research team — can make your client recommendations stand out from the competition.
Consider using research to help clients understand — at a deeper level — the unique forces driving today’s market volatility. Add a level of sophistication and credibility they haven’t seen before.
Start here: Compare credentials. How experienced are the research analysts you’re currently using?
“At Ameriprise Financial, a core part of my job is to share my economic insights with our advisors,” says Russell Price, CFA®, Senior Economist at Ameriprise and cited by Bloomberg Financial as a Bloomberg Best for being one of the most accurate economic forecasters in its benchmark consensus survey.1
Start here: Compare timeliness. How responsive is your research team to daily market fluctuations?
“We pride ourselves on timeliness. We offer our advisors client-friendly market commentary, including daily automated updates, preapproved social media content and talking points. We also provide a library of primary research, available 24/7, ready whenever they need it,” says David Joy, Chief Market Strategist at Ameriprise Financial.
These conversations can deepen your client relationships and help them recognize your value.
Start here: Compare research breadth. Do you have access to a broad-enough spectrum of research? Matching research more tightly to client needs can deliver the unique perspectives that spark client engagement.
Information today travels at the speed of text messages and tweets. Do you have the right market research resources and systems to allow your practice to compete at this velocity? If not, this may be the right time to explore your options.
Learn more about the research, resources and support Ameriprise can offer you and call 866.806.9984.