How advisers can build client trust

By Morningstar |  09-09-22 | 
 

The annual Morningstar Investment Conference (MIC) is 10 days away!

Our last two conferences were held online due to the pandemic. This time, we are delighted to host an in-person event and meet all of you personally. On the evening of the first day, we will host our traditional dinner.

Besides the obvious networking possibilities that an on-ground summit offers, the Morningstar Investment Conference is known for its contribution to empower investor success. It brings together some of the industry's most dynamic and engaging speakers to discuss investment developments.

Interactive Workshop: Building client trust

Trust is a financial adviser’s most important asset. Last year, Morningstar conducted an extensive study to understand the anatomy of building trust in the adviser-client dynamic. This workshop will share insights from the study and what antecedents lead to the enhancement of trust in this context.

Advisers will also learn practical techniques and benefit from relevant resources.

Don't miss the conference!

We have been hosting this conference for 11 years, making it the premier investment event in the country. In terms of design, content and attendance, it stands head and shoulders above others.

Do join us for the 12th Morningstar Investment Conference in Mumbai on September 20-21, 2022:

Hotel Sahara Star

Registration

Agenda

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