Media Mentions

Episode 31 – The Evolution Of Client Communication With Carol Anderson and Andree Peterson

In this episode, Matt Ackermann is joined by the FPA Carol Anderson, President of MQ Research And Education, and Andree Peterson, Chief Implementation Officer at Integrated Partners. They reveal how communication has evolved thanks to technology and the impact this has on client comprehension regarding their own financial and retirement plans.

Advisors Think They Are Good Communicators. A Study Shows Clients Feel Differently.

Article about MQRE’s research of advisor, client relationships. Featuring Carol Anderson

MQRE on Money Life interview

Virtual Meetings Are Great for Advisors. But What About Clients?

Study: Financial Planners Underestimate Client Anxiety

71% of clients report experiencing financial anxiety. Here’s why financial planners could be missing the signs

Research Reveals Major Shifts in Communication and Trust Between Financial Planners and Their Clients

An article about a research project MQ’s own Carol Anderson spearheaded.

Research Reveals Major Shifts in Communication and Trust Between Financial Planners and Their Clients

Developing and Maintaining Client Trust and Commitment in a Rapidly Changing Environment

Research Reveals Major Shifts in Communication and Trust Between Financial Planners and Their Clients