Wealth Market Reports

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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.