Forgot your password?

Advisors
Register now to manage accounts, create MAx Models and get access to our Knowledge Bank.

Account Holders
Create Account to manage your assets on the Jefferson National Account Management website.

close
Forgot your password?

Advisors
Register now to manage accounts, create MAx Models and get access to our Knowledge Bank.

Account Holders
Create Account to manage your assets on the Jefferson National Account Management website.

close
Forgot your password?

Advisors
Register now to manage accounts, create MAx Models and get access to our Knowledge Bank.

Account Holders
Create Account to manage your assets on the Jefferson National Account Management website.

close
Forgot your password?

Advisors
Register now to manage accounts, create MAx Models and get access to our Knowledge Bank.

Account Holders
Create Account to manage your assets on the Jefferson National Account Management website.

close

Advisor Authority 2017 Chapter 1: Customer Experience

Facing rapid change, from the influx of new technologies, to the impact of Washington politics, and the newly implemented DOL fiduciary rule, one priority remains constant: Knowing what matters most to your clients.

Jefferson National’s Advisor Authority arms you with actionable insights that can help you better serve current clients, attract new prospects, and grow more AUM for your practice.

This new special provides a 360-degree view on customer experience—why customer experience matters to advisors, what’s most important to investors, where they align, and the keys to unlock client acquisition, satisfaction and retention. It is based on the responses from roughly 1,600 RIAs, fee-based advisors and individual investors nationwide, from the Mass Affluent to the Ultra High Net Worth.

Download this new Advisor Authority special report, “Customer Experience: The DNA of the Advisor/Investor Relationship,” to learn why customer experience is a key competitive advantage that is fundamental for the growth and health of a profitable practice.