The preferred communication method noted by survey respondents for the majority of events was in-person meetings. Market disruption was the only event category in that respondents noted in-person meetings as their second preference placing phone calls as their primary choice.
Investors preferred channel of communication with financial advisors in 2021 by event type
Profit from the additional features of your individual account
Currently, you are using a shared account. To use individual functions (e.g., mark statistics as favourites, set
statistic alerts) please log in with your personal account.
If you are an admin, please authenticate by logging in again.
Learn more about how Statista can support your business.
CFA Institute. (April 18, 2022). Investors preferred channel of communication with financial advisors in 2021 by event type [Graph]. In Statista. Retrieved February 07, 2025, from https://www.statista.com/statistics/1098165/tech-tools-ria-client-communication-usa/?__sso_cookie_checker=failed
CFA Institute. "Investors preferred channel of communication with financial advisors in 2021 by event type." Chart. April 18, 2022. Statista. Accessed February 07, 2025. https://www.statista.com/statistics/1098165/tech-tools-ria-client-communication-usa/?__sso_cookie_checker=failed
CFA Institute. (2022). Investors preferred channel of communication with financial advisors in 2021 by event type. Statista. Statista Inc.. Accessed: February 07, 2025. https://www.statista.com/statistics/1098165/tech-tools-ria-client-communication-usa/?__sso_cookie_checker=failed
CFA Institute. "Investors Preferred Channel of Communication with Financial Advisors in 2021 by Event Type." Statista, Statista Inc., 18 Apr 2022, https://www.statista.com/statistics/1098165/tech-tools-ria-client-communication-usa/?__sso_cookie_checker=failed
CFA Institute, Investors preferred channel of communication with financial advisors in 2021 by event type Statista, https://www.statista.com/statistics/1098165/tech-tools-ria-client-communication-usa/?__sso_cookie_checker=failed (last visited February 07, 2025)
Investors preferred channel of communication with financial advisors in 2021 by event type [Graph], CFA Institute, April 18, 2022. [Online]. Available: https://www.statista.com/statistics/1098165/tech-tools-ria-client-communication-usa/?__sso_cookie_checker=failed