TITLE

Show Me the Money First

PUB. DATE
March 2005
SOURCE
Journal of Financial Planning;Mar2005, Vol. 18 Issue 3, p21
SOURCE TYPE
Academic Journal
DOC. TYPE
Article
ABSTRACT
This article briefly notes a study by Phoenix Marketing International which found that for clients with less than $5 million in investable assets, loyalty to their financial advisors can be built on the quality and frequency communications, the ease of doing business, and the quality of the service and problem resolution.
ACCESSION #
16401743

 

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