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As a Wealth Manager Do You Want Loyal Clients? Do This! – Episode 5
Manage episode 386588939 series 3518816
Treść dostarczona przez CEG Worldwide and CEG Insights, CEG Worldwide, and CEG Insights. Cała zawartość podcastów, w tym odcinki, grafika i opisy podcastów, jest przesyłana i udostępniana bezpośrednio przez CEG Worldwide and CEG Insights, CEG Worldwide, and CEG Insights lub jego partnera na platformie podcastów. Jeśli uważasz, że ktoś wykorzystuje Twoje dzieło chronione prawem autorskim bez Twojej zgody, możesz postępować zgodnie z procedurą opisaną tutaj https://pl.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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