5 Trends Shaping Advisory Growth for Brokers

Client expectations are shifting, and many brokers are feeling it firsthand.

Recent research shows that 93% of brokers say clients now ask for support beyond traditional services, with more questions around compliance, technology and how workforce decisions connect.

To better understand what’s driving those conversations, isolved surveyed brokers across the United States to identify the trends shaping advisory work.

What you’ll learn:

• Why compliance expertise continues to matter in building trust

• How brokers are using AI to support advisory conversations

• What clients mean when they ask for broader support

• How economic uncertainty is influencing client needs

• Where brokers see the greatest opportunities for growth

Download the infographic to see the full findings and better prepare for the advisory opportunities shaping broker growth in the next year.