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What Social Media Reviews Reveal about Client Perceptions of Financial Advisor Value

In Their Own Words: 7 Advisor Characteristics that Matter Most to Clients

Online reviews and discussions provide a unique opportunity to observe what practices and characteristics consumers value in products and services—delivered in the consumers' own words. The MIT AgeLab tuned in to these online crowds to better understand what clients value in their financial advisors.


  • How people are discussing financial advisors on social media, e.g., what words are they using?
  • The dominant advisor characteristics that are being discussed and are most important to clients
  • Learn how to build skills in key characteristics

Next Steps

  1. Contact your Hartford Funds Advisor Consultant to learn the characteristics consumers value most, and how to model them in your practice
  2. Want to learn how to apply these insights to your practice? Send us your email

The MIT AgeLab is not an affiliate or subsidiary of Hartford Funds.

John Diehl is a registered representative of Hartford Funds Distributors, LLC.