AgeLab research on financial advisors featured in Forbes

Mon, 04/13/2015

Research conducted by Joe Coughlin, Arielle Burstein and Christina Lelon was reported in Forbes Magazine. The team conducted a sentiment analysis of reviews of financial advisors on social media to develop a framework of what attributes of professional advice were most valued by people planning retirement. Interestingly, while advisor ‘expertise’ and ‘effectiveness’ were important, very high value was placed on the capacity of the advisor to ‘personalize’ their service and demonstrate ‘empathy’ with the client’s needs and expectations. The research hopes to develop novel strategies to improve engagement and increase retirement preparedness and planning. Read the full article HERE.


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