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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 these key characteristics

Next Step

Enter your email address to download the In Their Own Words white paper below.

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