What Does it Take to Keep Self-Directed Investors Satisfied?


Expectations and requirements of self-directed investors have evolved significantly during the past 10 years. While inexpensive trade commissions and a reliable platform were critical in the past, they are now perceived as a cost-of-entry.

Now more than ever, self-directed investors want information and tools to assist them in their decision-making. High-performing firms that continue to deliver on key operational fundamentals, as well as state-of-the-art information resources, achieve higher rates of investor acquisition and retention and lower rates of attrition than their competitors.

So, how do they do it?


In two weeks, we’ll release our 2012 Self-Directed Investor Satisfaction Study which examines investor satisfaction among self-directed investment firms. The study provides insights into the needs, expectations, and desires of today’s self-directed investors and identifies best practices for improving overall satisfaction and loyalty, retention, and advocacy. Additionally, the study helps investment firms understand the dynamics—such as portfolio size and trading activity—that drive satisfaction among different types of investors.

Not already study subscriber?


A study subscription will provide access to the tools needed to gain a comprehensive, in-depth understanding of how your firm is performing and to identify the areas needing improvement. Study deliverables include:

  • A management discussion that provides insights into key industry trends and study findings, allowing your firm to maximize performance throughout the entire self-directed investing experience
  • An in-depth written executive summary of the findings on self-directed investor satisfaction and commitment
  • Access to a personalized competitive data set, allowing you to see how your firm stacks up against competitors, the industry, and the highest performers
  • An executive presentation that provides a summary of your firm’s results against those of key competitors and provides advisement on areas needing improvement

Want a sneak peak at the data?


Join us for a complementary webcast on Wednesday, June 20th at 2-3PM ET during which we will explore the following:

  • How investors’ perceptions have changed since 2011
  • The latest trends emerging in the wealth management industry
  • Which factors are having the biggest impact on investor satisfaction

For more information about this study, webcast or any of our other products and services, please contact: Holly Zagresky at: (248) 680-6319 or email her at holly_zagresky@jdpa.com.

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