The preferred communication method noted by survey respondents for the majority of events was in-person meetings. Market disruption was the only event category in that respondents noted in-person meetings as their second preference placing phone calls as their primary choice.
Investors preferred channel of communication with financial advisors in 2021 by event type
Characteristic
In-person meeting
Phone call
Email/chat
Video call
No preference
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CFA Institute. (April 18, 2022). Investors preferred channel of communication with financial advisors in 2021 by event type [Graph]. In Statista. Retrieved July 08, 2024, from https://internal.statista.com/statistics/1098165/tech-tools-ria-client-communication-usa/
CFA Institute. "Investors preferred channel of communication with financial advisors in 2021 by event type." Chart. April 18, 2022. Statista. Accessed July 08, 2024. https://internal.statista.com/statistics/1098165/tech-tools-ria-client-communication-usa/
CFA Institute. (2022). Investors preferred channel of communication with financial advisors in 2021 by event type. Statista. Statista Inc.. Accessed: July 08, 2024. https://internal.statista.com/statistics/1098165/tech-tools-ria-client-communication-usa/
CFA Institute. "Investors Preferred Channel of Communication with Financial Advisors in 2021 by Event Type." Statista, Statista Inc., 18 Apr 2022, https://internal.statista.com/statistics/1098165/tech-tools-ria-client-communication-usa/
CFA Institute, Investors preferred channel of communication with financial advisors in 2021 by event type Statista, https://internal.statista.com/statistics/1098165/tech-tools-ria-client-communication-usa/ (last visited July 08, 2024)
Investors preferred channel of communication with financial advisors in 2021 by event type [Graph], CFA Institute, April 18, 2022. [Online]. Available: https://internal.statista.com/statistics/1098165/tech-tools-ria-client-communication-usa/