Financial advisory clients seek more than sound investment and planning advice. Indeed, many want to have pleasant experiences when working with their advisors. Simply put, they want to feel valued.

A recent study by Natixis Global Asset Management shows that many investors have unreasonable expectations when it comes to retirement investing. While the study shows that strong demand for financial planning exists, it also sheds light on how advisors can fine tune their elevator pitch by describing how they help clients use realistic investing expectations to reach their retirement savings goals.

Advisors can increase client satisfaction by increasing the assortment of services they offer. So reports Millionaire Corner.

Seminars for clients to discuss how they plan to make retirement gratifying and events that allow clients with common bonds, such as employment, to mingle can go a long way toward deepening relationships with customers. So reports Financial Planning.