Financial professionals' roles towards client 2020

Financial professionals worldwide mainly played the role of financial planners for their clients in 2020, helping them to navigate all of their financial needs. Moreover, half of financial professionals worldwide also had the role of financial coaches, educating their clients on markets and investments.

Main roles that financial professionals play to clients worldwide in 2020

Characteristic	Share of respondents
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Release date

June 2020

More information

Region

Worldwide

Survey time period

March and April 2020

Number of respondents

2,700 respondents

Special properties

Financial professionals

Supplementary notes

Each role is described by the source as follows:

Financial planner: helps clients navigate all of their financial needs.

Financial coach: educates clients on markets and investments.

Retirement expert: advises clients on navigating retirement.

Portfolio architect: builds portfolios and select investments.

Therapist: helps clients rationalize their emotions about investing and the markets.

Consultant: helps clients with their business planning and needs.

Mediator: helps clients with family-related affairs (such as mediating conflicts, trust and estate planning, etc.).

Multiple answers were possible.

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