Together, we can help secure your client's financial future. John Hancock provides key insurance, investment and retirement products that address financial concerns that are faced in many life stages. Your clients trust you to bring them the advantages of a strong and solid financial leader. Our experience and expertise are here for you.
John Hancock understands the importance of financial advice when planning for the future. A financial adviser can help a client maintain perspective, keep emotional investing at bay, aid clients in articulating their financial goals, and formulate a road map to help achieve them. But first, advisers need to ensure that they have their client's trust.
The John Hancock Trust Survey™
With the help of independent research firm Matthew Greenwald & Associates, John Hancock has explored the concept of trust through the John Hancock Trust Survey™. The survey polls mass affluent investors (household income of at least $100,000, investable assets of at least $200,000) during various times of the year on the subject of trust, and more specifically, how it impacts their financial decisions.
Trust and the Financial Adviser
% OF SURVEY PARTICIPANTS WHO TRUST
Financial advisers have earned a higher level of trust than other professionals
Survey Question: "To what extent do you trust or distrust..."
The survey's initial round of questioning, conducted at the end of 2011, indicated that a very high level of trust existed between survey respondents and their financial advisers - much more, in fact, than other individuals and institutions.
In a second survey conducted in mid-April 2012, a deeper line of questioning focused on comparing this level of trust with other individuals that figure prominently in an individual's life - including physicians, other financial planning professionals, and managers in the workplace.
The results showed that financial advisers topped the list of "strongly trusted" individuals in the respondent's life - edging out their primary doctor and their accountant.
Build trust with your client
Actions often used to build business relationships do not necessarily translate into trust once the adviser-client relationship is established. When asked what inspires trust in financial advisers, respondents placed more emphasis on proactive communication rather than marketing tools, or even friends and family's opinions.
* Those with an advisor are more likely to say attribute is extremely, or very important.
** Those without an advisor are more likely to say attribute is extremely or very important.
Trust is built on professional behavior, a proactive approach to relationships, and being present to address needs. Your value will be measured by the standard of service you deliver to your clients year after year. This, in turn, will help ensure these relationships are established on a strong foundation of trust, and are long-lasting.
John Hancock conducts this survey on a periodic basis throughout the year. For more updated survey data, check back regularly.
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The John Hancock Trust Survey™ is an online survey conducted by independent research firm Mathew Greenwald & Associates. A total of 1,005 investors were surveyed between April 16 and April 24, 2012. Respondents were selected from among members of Research Now's online research panel. To qualify for the survey, respondents were required to be age 25 or older, participate at least to some extent in their household's financial decision-making process, and have a household income of at least $100,000 and assets of $200,000 or more.
The data were weighted by age and education to reflect the population of Americans matching the survey's qualification requirements. In a similarly-sized random sample survey, the margin of error would be plus or minus 3.1 percentage points at the 95 percent confidence level. Due to rounding and missing categories, numbers presented may not always total to 100 percent.
* Financial Strength Ratings, which are current as of June 27, 2013, and subject to change, apply to the main life operating companies of Manulife Financial Corporation including The Manufacturers Life Insurance Company, John Hancock Life Insurance Company (USA), John Hancock Life & Health Insurance Company, and John Hancock Life Insurance Company of New York as a measure of the respective issuing company's claims-paying ability. The ratings are not an assessment or recommendation of specific products, the performance of these products, the value of any investment in these products upon withdrawal or the individual securities held in any portfolio.