Financial Advisors Who Integrate Direct Indexing Report Higher Client Retention and Wallet Share
Northern Trust Corporation (NTRS)
Last northern trust corporation earnings: 4/21 07:29 am
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Source: Business Wire
Northern Trust Asset Management’s study of direct indexing “Superusers” identifies drivers of strong client relationships and business growth CHICAGO--(BUSINESS WIRE)--Direct indexing is a platform to grow business, deepen client relationships and stand apart in a competitive marketplace, according to a new survey of financial advisors. More than just a tool for tax-loss harvesting, financial advisors who have fully integrated direct indexing into their business report it has led to improved client retention, a better client experience and the ability to capture a larger share of wallet from existing clients.Northern Trust Asset Management’s research shows that these direct indexing “Superusers” have followed a repeatable journey through education, assessment and testing before reaching the integration stage. Advisors who reached Superuser status shared the actions they took and how they engaged with clients along the direct indexing journey, providing a roadmap for other advisors.
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