Wealth Market Reports

Wealthy Investor Series: The Advisor Relationship - How to Develop Loyalty

Reveals how advisors can communicate in order to enhance and develop client loyalty. Reviews client expectations for frequency, timing, method and content of communication.

How quickly does your client expect you to respond to phone calls? Do your clients prefer you communicate with them via email, phone, text message or some other form of communication? What will increase client loyalty and satisfaction, leading to increased referrals and increased AUM? Find answers in our research!

 

For more information or to purchase, please contact Randy Wostratzky at rwostratzky@spectrem.com or 224.544.5195 or Kathy Dordick at kdordick@spectrem.com or 224.544.5346.