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As a Wealth Manager Do You Want Loyal Clients? Do This! – Episode 5
Manage episode 386588939 series 3518816
Nội dung được cung cấp bởi CEG Worldwide and CEG Insights, CEG Worldwide, and CEG Insights. Tất cả nội dung podcast bao gồm các tập, đồ họa và mô tả podcast đều được CEG Worldwide and CEG Insights, CEG Worldwide, and CEG Insights hoặc đối tác nền tảng podcast của họ tải lên và cung cấp trực tiếp. Nếu bạn cho rằng ai đó đang sử dụng tác phẩm có bản quyền của bạn mà không có sự cho phép của bạn, bạn có thể làm theo quy trình được nêu ở đây https://vi.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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