Clients want to know they are on their way to achieving life goals, not investment performance.
Tag: Client satisfaction
Independent advisers claim that new clients who previously worked with brokers lack proper planning documents.
Lack of communication can be extremely damaging to an adviser-client relationship, and is a frequent reason clients leave their adviser, a new survey says.
A survey conducted for Putnam Investments found 15 million workers age 45 or over are providing financial support for an aging parent or adult child, and that is altering their retirement plans.
The good news is that retirees appear to be quite content with their existing adviser relationships — all the more reason for advisers to establish those connections prior to retirement, according to a new report.