The recession and volatile stock market has taken a toll on client/advisor relationships. This strain has impacted the loyalty clients feel towards their advisor, and is causing an increase in the number of investors who would consider changing their advisor. Advisory firms need to be aware of client attitudes towards their advisor, and should conduct a client satisfaction survey to understand where there are areas of opportunity to increase loyalty, resulting in an increase in AUM and revenue.

To learn more about this report, "Wealthy Investor Series - How Advisors Can Establish Deeper Client Relationships During a Recession", or hear about how Spectrem can help your firm implement a robust client satisfaction survey please contact us today!

Randy Wostratzky at rwostratzky@spectrem.com or 630.508.1646 or Kathy Dordick at kdordick@spectrem.com or 847.406.0385