Engaging Your Clients

May 2008
Journal of Financial Planning;May2008, Vol. 21 Issue 5, p12
Academic Journal
The article reports on ways to engage clients in the financial services industry. A study was conducted by Advisor Impact to be presented at the Financial Planning Association's Business Solutions Conference on engaged clients of financial advisers. 1,000 clients were surveyed with 33% of participants feeling they were engaged, 30% feeling content in their adviser, and 17% unsatisfied. According to the study the advisers of those participants feeling content managed their finances as a family, were trustworthy, and provided comprehensive financial planning.


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