07.11.25

Investors Still Prefer Human Touch for Financial Planning

by: Yasin Mohamud

According to a study by Wealthtender, nearly 90% of client reviews written about financial advisors prioritized relationship quality, planning advice and emotional factors, while only about 10% emphasized investments or portfolio management. About 86% of reviews expressed “strongly positive sentiment” about their experience with their financial planners. According to Wealthtender’s analysis, clients mentioned their adviser by name nearly 25 times more often than the firm, highlighting the importance of individual relationships in a client’s perception of value and satisfaction.

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