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As a Wealth Manager Do You Want Loyal Clients? Do This! – Episode 5
Manage episode 386588939 series 3518816
Вміст надано CEG Worldwide and CEG Insights, CEG Worldwide, and CEG Insights. Весь вміст подкастів, включаючи епізоди, графіку та описи подкастів, завантажується та надається безпосередньо компанією CEG Worldwide and CEG Insights, CEG Worldwide, and CEG Insights або його партнером по платформі подкастів. Якщо ви вважаєте, що хтось використовує ваш захищений авторським правом твір без вашого дозволу, ви можете виконати процедуру, описану тут https://uk.player.fm/legal.
FACE THE FACTS
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To see just how important wealth management is to affluent clients, consider research by CEG Insights that assessed the impact that offering comprehensive wealth management services has on client loyalty:
- 77% of clients with $1 million to $5 million in investable assets say that getting wealth management services from their advisor has an impact on their loyalty to that advisor..
- Among clients with $5 million to $10 million, 75% said wealth management affected their loyalty to their advisor.
Clearly, high-net-worth investors value receiving wealth management services—and they’re very likely to reward advisors who deliver it with their loyalty and their assets.
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