Insights for working with the wealthy

Your clients are loyal. While our Investor Insights* research shows they probably have other financial advisors, it also shows that, on average, you manage three-quarters of your clients’ wealth. And, when clients work with outside tax and legal specialists, chances are you introduced them: 68% of you are referring clients to separate service providers.

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*Investor Insights is an editorial research initiative by Advisor Group, in which we ask our audience questions about both top-of-mind and evolving trend issues that impact their businesses. Responses from these studies, which will be conducted periodically, will appear on Advisor.ca.

Staff

The staff of Advisor.ca have been covering news for financial advisors since 1998.