This report will identify why investors are changing advisors. It will focus on what might cause them to change an advisor in the future. This is important information for advisors and providers to know as losing a client can add up to quite the loss.
The report includes data from over 500 investors who have switched financial advisors within the past five years. Investors must have at least $100,000 in net worth, not including primary residence. This report will include both quantitative analysis from multiple wealth segments as well as focus group results with investors not currently using a financial advisor.
Sample questions answered include:
Other Reports You Might Be Interested In:
Client Loyalty Among Affluent Investors
Lost Without an Advisor: How to Attract Advisor-less Investors
Effective Communication Techniques for Attracting and Retaining Current and Next-Generation Clients
Articles You Might Be Interested In:
New Study Reveals Underlying Reasons Why Wealthy Investors Change Financial AdvisorsWhy Clients Fire Their Financial AdvisorsWhy Wealthy Clients Switch AdvisorsWhy Do Wealthy Investors Change Financial Advisors?
Designed by JRunyard.com | Powered by Cranium Softworks