TITLE

Sesame survey shows 97% of clients are happy with their IFAs

AUTHOR(S)
Blackmore, Nicole
PUB. DATE
June 2009
SOURCE
Money Marketing;6/18/2009, p7
SOURCE TYPE
Periodical
DOC. TYPE
Article
ABSTRACT
The article discusses the study conducted by NMG Financial Services Consulting which finds that ninety-seven per cent of clients are happy with their independent financial advisors (IFA) in Great Britain. The study questioned 534 clients of Sesame members. It found that 97 per cent of people would recommend or use an IFA again. According to the article, advisers pride themselves on the quality of service they provide to their clients.
ACCESSION #
43089688

 

Related Articles

  • Less is more when it comes to good service. SHELTON, DAVID // Money Marketing;9/4/2014, Issue 1451, p41 

    The article outlines the factors considered by financial advisers when giving service to high-value clients.

  • Cautionary tale in trail book sale. Kennedy, Chris // Money Management;7/19/2012, Vol. 26 Issue 27, p1 

    The article reports on issues of client approval confirmation on the transfer of trailing commissions to the Melbourne, Victoria-based financial adviser which purchased a large book of clients.

  • APPENDIX H: Sample Adviser Registration.  // How to Open & Operate a Financially Successful Personal Financia;Jan2012, p301 

    An appendix is presented of a sample adviser registration which includes the name of investment adviser, the types of investment clients and other financial industry activities.

  • Become Indispensable. BOWEN JR., JOHN J. // Financial Planning;Jun2014, Vol. 44 Issue 6, p29 

    The article presents advice on how financial advisors can make themselves indispensable to their ideal clients by providing better service, establishing deeper relationships, and providing access to other experts. Topics discussed include considering the existing relationship-building model and...

  • Advisers must put the focus on value. Reid, Robert // Money Marketing;3/21/2013, p32 

    The author comments on the need for financial advisers to consider what adds value and what is done for the regulator as opposed to the client. He emphasizes that the value delivered must be highlighted whatever the message they seek to impart. He cites the challenge posed by providing holistic...

  • How to Handle Losing a Major Client. Firestone, Karen // Harvard Business Review Digital Articles;1/27/2015, p2 

    The author describes her experience of losing a very important client which prompted her to evaluate the ability of her company to provide quality investment management services.

  • All About Convenience. ORTEGA, RALPH R. // On Wall Street;Jun2015, Vol. 25 Issue 6, p8 

    The author discusses convenience as the rationale behind the development of stronger client relationships and sticky money. Topics discussed include how client will be happier if their advisory services and other financial needs are taken cared of by the same firm, services as a natural...

  • Wealthy Investors Favor LinkedIn. Barrett, Larry // American Banker;5/8/2012, Vol. 177 Issue 71, p10 

    The article discusses research that concludes the best way for financial advisers to reach high-net-worth investors is to use the social media site LinkedIn.

  • Life Stories. KASS, ELLIOT // Onwallstreet.com;Mar2014, Vol. 24 Issue 3, p48 

    A personal narrative is presented which explores the author's experience of how she became financial planner and putting her clients' interests first.

Share

Read the Article

Courtesy of THE LIBRARY OF VIRGINIA

Sorry, but this item is not currently available from your library.

Try another library?
Sign out of this library

Other Topics