How Can Advisors Keep Clients Satisfied? - PowerPoint PPT Presentation

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How Can Advisors Keep Clients Satisfied?

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Planning for Retirement. Source: shared above is the personal opinion of the author and not affiliated with the website. – PowerPoint PPT presentation

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Title: How Can Advisors Keep Clients Satisfied?


1
How Can Advisors Keep Clients Satisfied?
Source www.joinicm.com
2
The satisfactions reported for frequent
communication are staggering as well. Among
investors who receive daily or weekly updates
from their advisor in some form, satisfaction is
at 84 percent, while among investors who report
receiving contact annually satisfaction is at 57
percent , and those who say they never get
contacted by their advisor , satisfaction is only
30 percent.
Source www.joinicm.com
3
Selecting Individual Stocks, Bonds, or
Mutual More than 1,700 investors were asked
questions about satisfaction with their financial
advisor and more than 2,000 were asked questions
about loyalty toward their financial advisor.
Source www.joinicm.com
4
Leads to an unpaired electron and a net overall
magnetic moment.   Planning for Retirement
  Setting up a Financial Plan
Source www.joinicm.com
5
Diversifying Assets Away From a Concentrated
position   Implementing tax-advantaged financial
strategies
Source www.joinicm.com
6
Source https//joinicm.com/.Information shared
above is the personal opinion of the author and
not affiliated with the website.  
Source www.joinicm.com
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