What Triggers the Affluent to Replace Their Advisor

Orlando

“I’ve always been told that affluent clients fired their financial advisor because of poor service,” opined Cory. With an air of authority, he then asked, “So now you’re telling us that it’s all about when they’ve accumulated a sizable amount of assets?!”

Cory had misunderstood what our data was telling him. The key words were prompted and search. In other words, these affluent prospects knew they needed a professional who was capable of handling the complexity of their family’s financial affairs.

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