Exclusive Research: Advisors Remain Focused on Client Relationships
Building personal connections inform the majority of advisors’ activities
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1Direct contact with clients and client-related activities such as portfolio management and client acquisition occupy the majority of advisors’ time Read more
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2Advisors prioritize both increasing and improving client satisfaction Read more
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3Most advisors target clients by wealth range, and they consider those in higher-income segments particularly important Read more
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4Advisors prefer direct contact with clients over less-targeted communication methods. Read more
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5Most advisors indicate their businesses have experienced little impact from robo advice Read more
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