Client Loyalty Among Affluent Investors
Financial service providers are continuing to fight the never-ending challenge of converting prospects to clients and clients to loyal clients. What makes a client loyal to their provider? Is it the level of personal service they receive, or are they more concerned with investment returns? Do special bonuses or "points" make a difference? Is technology a critical factor? Ease of use? Will a client become more loyal because of a good experience, or less loyal because of a bad one? How can the financial service providers encourage and develop loyalty among investors while it continues to regain trust post-crisis? How likely are investors to recommend their primary advisor to their friends and family? Why or why not? All of this and more will be explored, and a significant amount of demographic analysis will be included in the report.