As a Wealth Manager Do You Want Loyal Clients? Do This! – Episode 5

FACE THE FACTS

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.