The future of client-advisor relationships

A study by AIG Life & Retirement and the MIT AgeLab

New research shows in-depth discussions increase client satisfaction

A study by AIG Life & Retirement and MIT AgeLab finds that financial clients have a newfound willingness and desire to have wide-ranging conversations with their financial professionals. 

The study of more than 2,000 financial clients reveals that a transparent, holistic approach increases clients’ trust and satisfaction. While millennials and Gen X are helping drive the evolution, the findings hold across the age spectrum. Even in a high-tech world, people want someone to talk to about the many complex issues they face, from health and housing, to retirement and fraud prevention.

of clients say “helping them see their plan for the future” is a top quality in a financial professional.

Enhance your connection with clients today

Today’s financial professionals have a unique opportunity to shape the future of planning. Learn more about what clients want, how to meet the needs of multiple generations, and how to engage in conversations that push beyond traditional boundaries.